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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 | $120,587 | $99,875+20.7% | $146,866-17.9% | $86,983+38.6% |
| Participation rate | 32.3% | 75.8%-43.5pp | 82.5%-50.3pp | 69.5%-37.3pp |
| Annual return | 52.07% | 28.10%+24.0pp | 102.85%-50.8pp | 25.83%+26.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,944 | $6,322-37.6% | $7,759-49.2% | $4,194-6.0% |
| Admin fee / account holder | $12,175 | $7,838+55.3% | $13,620-10.6% | $7,856+55.0% |