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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 | $99,458 | $80,731+23.2% | $103,378-3.8% | $74,400+33.7% |
| Participation rate | 46.4% | 65.7%-19.3pp | 74.5%-28.2pp | 67.2%-20.9pp |
| Annual return | 16.82% | 27.56%-10.7pp | 24.91%-8.1pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,572 | $3,862+18.4% | $5,058-9.6% | $4,348+5.1% |
| Admin fee / account holder | $2,947 | $2,369+24.4% | $8,401-64.9% | $1,944+51.6% |