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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 | $108,035 | $98,240+10.0% | $82,312+31.3% | $147,586-26.8% |
| Participation rate | 40.9% | 79.7%-38.8pp | 76.9%-36.0pp | 82.8%-41.9pp |
| Annual return | 12.17% | 30.85%-18.7pp | 25.88%-13.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,128 | $4,383-51.5% | $3,706-42.6% | $5,439-60.9% |
| Admin fee / account holder | $2,755 | $8,563-67.8% | $5,608-50.9% | $10,886-74.7% |