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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 | $100,454 | $101,618-1.1% | $93,063+7.9% | $137,256-26.8% |
| Participation rate | 54.2% | 74.9%-20.8pp | 72.1%-17.9pp | 80.0%-25.8pp |
| Annual return | 14.22% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,903 | $4,279-55.5% | $3,958-51.9% | $6,407-70.3% |
| Admin fee / account holder | $10,213 | $6,198+64.8% | $6,033+69.3% | $12,270-16.8% |