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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 | $104,737 | $80,674+29.8% | $119,126-12.1% | $64,340+62.8% |
| Participation rate | 41.9% | 55.2%-13.3pp | 75.8%-33.9pp | 55.2%-13.4pp |
| Annual return | 14.49% | 26.86%-12.4pp | 282.11%-267.6pp | 24.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,903 | $3,053-4.9% | $5,318-45.4% | $2,980-2.6% |
| Admin fee / account holder | $5,732 | $4,559+25.7% | $10,693-46.4% | $3,703+54.8% |