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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 | $88,340 | $65,566+34.7% | $86,235+2.4% | $75,177+17.5% |
| Participation rate | 54.8% | 60.5%-5.7pp | 69.0%-14.2pp | 67.2%-12.4pp |
| Annual return | 21.46% | 46.07%-24.6pp | 1170.03%-1148.6pp | 160.75%-139.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,343 | $3,023+10.6% | $3,987-16.1% | $4,126-19.0% |
| Admin fee / account holder | $32,512 | $5,470+494.4% | $6,856+374.2% | $5,651+475.3% |