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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 | $105,246 | $78,425+34.2% | $95,956+9.7% | $79,858+31.8% |
| Participation rate | 46.9% | 73.5%-26.6pp | 77.1%-30.2pp | 69.6%-22.8pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,748 | $3,440+67.1% | $4,167+38.0% | $3,740+53.7% |
| Admin fee / account holder | $29,837 | $5,622+430.7% | $6,797+339.0% | $5,306+462.3% |