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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 | $95,149 | $109,908-13.4% | $97,161-2.1% | $145,978-34.8% |
| Participation rate | 54.5% | 75.9%-21.4pp | 72.7%-18.1pp | 80.3%-25.7pp |
| Annual return | 10.82% | 243.80%-233.0pp | 75.36%-64.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,935 | $4,679-58.6% | $4,265-54.6% | $6,690-71.1% |
| Admin fee / account holder | $18,370 | $6,213+195.7% | $5,647+225.3% | $13,400+37.1% |