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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 | $124,776 | $110,248+13.2% | $95,728+30.3% | $139,456-10.5% |
| Participation rate | 46.2% | 75.7%-29.6pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 18.17% | 27.16%-9.0pp | 28.40%-10.2pp | 373.45%-355.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,427 | $4,675-69.5% | $4,245-66.4% | $6,711-78.7% |
| Admin fee / account holder | $4,594 | $6,607-30.5% | $5,673-19.0% | $11,407-59.7% |