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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 | $92,061 | $88,360+4.2% | $145,433-36.7% | $67,986+35.4% |
| Participation rate | 26.2% | 65.5%-39.3pp | 82.1%-55.9pp | 57.2%-31.0pp |
| Annual return | 19.94% | 63.15%-43.2pp | 66.58%-46.6pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,942 | $5,932-50.4% | $7,897-62.8% | $3,358-12.4% |
| Admin fee / account holder | $5,687 | $3,313+71.6% | $13,129-56.7% | $3,203+77.5% |