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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 | $127,571 | $65,376+95.1% | $87,102+46.5% | $65,185+95.7% |
| Participation rate | 49.5% | 75.3%-25.8pp | 76.9%-27.3pp | 70.2%-20.7pp |
| Annual return | 52.16% | 31.27%+20.9pp | 28.19%+24.0pp | 29.38%+22.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,630 | $3,388-22.4% | $4,048-35.0% | $3,514-25.2% |
| Admin fee / account holder | $7,189 | $520+1283.2% | $7,491-4.0% | $847+748.6% |