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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 | $109,002 | $93,589+16.5% | $135,942-19.8% | $75,181+45.0% |
| Participation rate | 43.9% | 75.2%-31.3pp | 81.9%-38.0pp | 67.2%-23.3pp |
| Annual return | 19.59% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,467 | $6,405-30.3% | $7,759-42.4% | $4,126+8.3% |
| Admin fee / account holder | $12,136 | $6,977+73.9% | $10,764+12.7% | $5,650+114.8% |