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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 | $118,156 | $60,442+95.5% | $96,754+22.1% | $87,485+35.1% |
| Participation rate | 43.2% | 58.7%-15.6pp | 70.3%-27.1pp | 68.9%-25.8pp |
| Annual return | 17.99% | 21.97%-4.0pp | 82.04%-64.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,973 | $3,280-9.4% | $4,758-37.5% | $4,274-30.4% |
| Admin fee / account holder | $37,535 | $5,069+640.5% | $8,905+321.5% | $7,775+382.8% |