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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 | $112,479 | $88,186+27.5% | $165,071-31.9% | $74,459+51.1% |
| Participation rate | 49.1% | 73.1%-24.0pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 22.67% | 17.13%+5.5pp | 70.17%-47.5pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,744 | $4,505+49.7% | $6,035+11.8% | $4,350+55.1% |
| Admin fee / account holder | $9,698 | $2,234+334.1% | $12,695-23.6% | $1,945+398.7% |