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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 | $128,384 | $112,935+13.7% | $90,970+41.1% | $158,966-19.2% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 9.20% | 215.79%-206.6pp | 134.58%-125.4pp | 302.95%-293.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,731 | $4,129-33.9% | $3,373-19.0% | $5,983-54.4% |
| Admin fee / account holder | $4,132 | $8,045-48.6% | $5,960-30.7% | $11,250-63.3% |