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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 | $137,498 | $98,776+39.2% | $149,745-8.2% | $79,856+72.2% |
| Participation rate | 57.0% | 75.8%-18.8pp | 82.5%-25.5pp | 69.6%-12.7pp |
| Annual return | 13.11% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,013 | $5,681+5.8% | $6,843-12.1% | $3,741+60.8% |
| Admin fee / account holder | $14,598 | $6,053+141.2% | $9,312+56.8% | $5,306+175.1% |