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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 | $123,066 | $107,015+15.0% | $73,545+67.3% | $147,585-16.6% |
| Participation rate | 37.5% | 66.4%-28.9pp | 54.9%-17.4pp | 82.8%-45.3pp |
| Annual return | 13.25% | 38.25%-25.0pp | -15.16%+28.4pp | 578.56%-565.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,060 | $2,462+64.9% | $1,806+124.8% | $5,439-25.3% |
| Admin fee / account holder | $1,434 | $3,055-53.1% | $2,320-38.2% | $10,885-86.8% |