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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 | $113,681 | $103,038+10.3% | $90,324+25.9% | $152,909-25.7% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.5%-21.3pp |
| Annual return | 21.46% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,502 | $4,282+5.1% | $3,885+15.9% | $5,851-23.1% |
| Admin fee / account holder | $7,229 | $6,177+17.0% | $5,356+35.0% | $11,601-37.7% |