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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 | $115,310 | $115,810-0.4% | $101,271+13.9% | $158,966-27.5% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 12.66% | 56.15%-43.5pp | 46.48%-33.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,327 | $4,958-53.1% | $4,371-46.8% | $5,983-61.1% |
| Admin fee / account holder | $480 | $7,248-93.4% | $5,948-91.9% | $11,250-95.7% |