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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 | $138,309 | $85,024+62.7% | $70,544+96.1% | $139,466-0.8% |
| Participation rate | 35.3% | 73.9%-38.6pp | 68.4%-33.1pp | 80.3%-45.0pp |
| Annual return | 25.20% | 30.39%-5.2pp | 32.79%-7.6pp | 373.66%-348.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,093 | $5,891-64.5% | $4,568-54.2% | $6,712-68.8% |
| Admin fee / account holder | $35,934 | $8,928+302.5% | $6,427+459.1% | $11,409+215.0% |