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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 | $100,073+13.3% | $85,126+33.2% | $145,877-22.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 8.99% | 84.11%-75.1pp | 66.63%-57.6pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,152 | $5,294-40.5% | $4,523-30.3% | $6,691-52.9% |
| Admin fee / account holder | $5,973 | $7,261-17.7% | $6,160-3.0% | $13,402-55.4% |