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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 | $103,792 | $104,251-0.4% | $91,004+14.1% | $147,586-29.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 16.90% | 27.06%-10.2pp | 4.60%+12.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,028 | $4,195-51.7% | $3,548-42.8% | $5,439-62.7% |
| Admin fee / account holder | $10,948 | $8,948+22.4% | $5,417+102.1% | $10,886+0.6% |