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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 | $115,172 | $100,279+14.9% | $81,353+41.6% | $145,884-21.1% |
| Participation rate | 46.2% | 74.3%-28.1pp | 69.5%-23.4pp | 80.3%-34.1pp |
| Annual return | 16.53% | 34.49%-18.0pp | 24.82%-8.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,805 | $4,611-60.9% | $3,885-53.5% | $6,690-73.0% |
| Admin fee / account holder | $7,793 | $8,206-5.0% | $5,766+35.2% | $13,392-41.8% |