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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 | $109,431 | $98,766+10.8% | $149,730-26.9% | $79,852+37.0% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 16.29% | 27.43%-11.1pp | 276.70%-260.4pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,782 | $5,681+1.8% | $6,843-15.5% | $3,740+54.6% |
| Admin fee / account holder | $3,740 | $6,052-38.2% | $9,310-59.8% | $5,306-29.5% |