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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 | $122,620 | $85,766+43.0% | $136,298-10.0% | $70,126+74.9% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 23.78% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,895 | $5,051-22.9% | $6,247-37.6% | $3,332+16.9% |
| Admin fee / account holder | $1,196 | $5,421-77.9% | $9,244-87.1% | $4,645-74.3% |