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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 | $108,654 | $60,442+79.8% | $96,754+12.3% | $87,485+24.2% |
| Participation rate | 22.7% | 58.7%-36.0pp | 70.3%-47.5pp | 68.9%-46.2pp |
| Annual return | 16.40% | 21.97%-5.6pp | 82.04%-65.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,290 | $3,280+30.8% | $4,758-9.8% | $4,274+0.4% |
| Admin fee / account holder | $12,591 | $5,069+148.4% | $8,905+41.4% | $7,775+62.0% |