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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 | $104,139 | $77,816+33.8% | $123,549-15.7% | $64,181+62.3% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | 72.45% | 12.49%+60.0pp | 119.20%-46.7pp | 7.63%+64.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,374 | $5,240-54.7% | $6,426-63.1% | $3,470-31.6% |
| Admin fee / account holder | $1,533 | $5,519-72.2% | $9,284-83.5% | $4,887-68.6% |