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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 | $114,996 | $118,877-3.3% | $96,570+19.1% | $167,536-31.4% |
| Participation rate | 40.9% | 75.5%-34.6pp | 69.8%-28.9pp | 82.1%-41.2pp |
| Annual return | 10.49% | 50.50%-40.0pp | 37.79%-27.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,334 | $4,617-27.8% | $3,849-13.4% | $6,342-47.4% |
| Admin fee / account holder | $6,594 | $8,069-18.3% | $6,182+6.7% | $12,315-46.5% |