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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,997 | $80,781+36.2% | $102,437+7.4% | $74,478+47.7% |
| Participation rate | 31.8% | 65.7%-33.9pp | 74.5%-42.8pp | 67.2%-35.5pp |
| Annual return | 15.16% | 27.58%-12.4pp | 24.95%-9.8pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,840 | $3,862-26.5% | $5,060-43.9% | $4,350-34.7% |
| Admin fee / account holder | $1,268 | $2,372-46.5% | $8,388-84.9% | $1,946-34.8% |