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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 | $119,930 | $61,125+96.2% | $94,057+27.5% | $87,485+37.1% |
| Participation rate | 43.4% | 64.1%-20.6pp | 73.3%-29.9pp | 68.9%-25.5pp |
| Annual return | 15.41% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,466 | $3,260+6.3% | $4,709-26.4% | $4,274-18.9% |
| Admin fee / account holder | $9,787 | $5,629+73.9% | $7,244+35.1% | $7,775+25.9% |