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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 | $127,717 | $117,846+8.4% | $102,434+24.7% | $145,884-12.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 12.68% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,875 | $5,733-32.4% | $5,055-23.3% | $6,690-42.1% |
| Admin fee / account holder | $2,917 | $13,356-78.2% | $9,462-69.2% | $13,392-78.2% |