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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 | $121,099 | $100,139+20.9% | $85,187+42.2% | $145,884-17.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 24.69% | 84.15%-59.5pp | 66.67%-42.0pp | 551.85%-527.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,928 | $5,296-44.7% | $4,525-35.3% | $6,690-56.2% |
| Admin fee / account holder | $15,260 | $7,262+110.1% | $6,162+147.7% | $13,392+14.0% |