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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 | $109,518 | $102,429+6.9% | $147,096-25.5% | $80,925+35.3% |
| Participation rate | 44.1% | 75.9%-31.7pp | 82.2%-38.1pp | 67.7%-23.5pp |
| Annual return | 16.95% | 135.02%-118.1pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,321 | $6,649+55.2% | $8,071+27.9% | $4,299+140.1% |
| Admin fee / account holder | $7,870 | $7,957-1.1% | $13,005-39.5% | $6,940+13.4% |