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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 | $130,838 | $63,346+106.5% | $92,240+41.8% | $70,126+86.6% |
| Participation rate | 54.8% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 12.82% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,205 | $2,854+47.3% | $3,897+7.9% | $3,332+26.2% |
| Admin fee / account holder | $1,514 | $3,841-60.6% | $5,194-70.8% | $4,645-67.4% |