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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 | $113,387 | $100,139+13.2% | $85,187+33.1% | $145,884-22.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 8.99% | 84.15%-75.2pp | 66.67%-57.7pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,152 | $5,296-40.5% | $4,525-30.3% | $6,690-52.9% |
| Admin fee / account holder | $5,973 | $7,262-17.8% | $6,162-3.1% | $13,392-55.4% |