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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 | $98,166 | $85,766+14.5% | $136,298-28.0% | $70,126+40.0% |
| Participation rate | 41.4% | 74.2%-32.8pp | 81.9%-40.5pp | 69.5%-28.2pp |
| Annual return | 19.00% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,773 | $5,051-25.3% | $6,247-39.6% | $3,332+13.2% |
| Admin fee / account holder | $1,275 | $5,421-76.5% | $9,244-86.2% | $4,645-72.6% |