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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 | $131,411 | $98,766+33.1% | $149,730-12.2% | $79,852+64.6% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,747 | $5,681-34.0% | $6,843-45.2% | $3,740+0.2% |
| Admin fee / account holder | $1,270 | $6,052-79.0% | $9,310-86.4% | $5,306-76.1% |