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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 | $80,403 | $65,704+22.4% | $94,229-14.7% | $59,633+34.8% |
| Participation rate | 57.7% | 72.1%-14.4pp | 78.8%-21.1pp | 68.7%-11.0pp |
| Annual return | 15.48% | 5.22%+10.3pp | 10.68%+4.8pp | 2041.45%-2026.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,240 | $3,143-28.7% | $4,320-48.2% | $3,192-29.8% |
| Admin fee / account holder | $2,869 | $4,265-32.7% | $6,269-54.2% | $4,297-33.2% |