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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 | $143,730 | $98,766+45.5% | $149,730-4.0% | $79,852+80.0% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.5%-25.6pp | 69.6%-12.8pp |
| Annual return | 29.65% | 27.43%+2.2pp | 276.70%-247.1pp | 31.72%-2.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,823 | $5,681-32.7% | $6,843-44.1% | $3,740+2.2% |
| Admin fee / account holder | $6,056 | $6,052+0.1% | $9,310-35.0% | $5,306+14.1% |