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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 | $120,277 | $104,251+15.4% | $91,004+32.2% | $147,586-18.5% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.6%-50.6pp | 82.8%-57.8pp |
| Annual return | 20.48% | 27.06%-6.6pp | 4.60%+15.9pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,400 | $4,195-42.8% | $3,548-32.3% | $5,439-55.9% |
| Admin fee / account holder | $27,811 | $8,948+210.8% | $5,417+413.4% | $10,886+155.5% |