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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 | $123,960 | $102,632+20.8% | $81,988+51.2% | $158,950-22.0% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.3%-10.2pp | 82.0%-22.9pp |
| Annual return | 13.82% | 61.05%-47.2pp | 41.31%-27.5pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,199 | $4,649+11.8% | $3,722+39.7% | $5,983-13.1% |
| Admin fee / account holder | $2,272 | $8,237-72.4% | $5,665-59.9% | $11,248-79.8% |