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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 | $114,012 | $107,941+5.6% | $91,994+23.9% | $152,897-25.4% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.5%-26.9pp |
| Annual return | 23.02% | 89.28%-66.3pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,422 | $6,366-30.5% | $5,924-25.3% | $5,851-24.4% |
| Admin fee / account holder | $9,226 | $10,521-12.3% | $7,744+19.1% | $11,599-20.5% |