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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 | $132,251 | $98,240+34.6% | $82,312+60.7% | $147,586-10.4% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 14.72% | 30.85%-16.1pp | 25.88%-11.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,191 | $4,383-27.2% | $3,706-13.9% | $5,439-41.3% |
| Admin fee / account holder | $1,259 | $8,563-85.3% | $5,608-77.6% | $10,886-88.4% |