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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 | $98,985 | $98,776+0.2% | $149,745-33.9% | $79,856+24.0% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 15.64% | 27.38%-11.7pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $25 | $3,217-99.2% | $4,646-99.5% | $2,471-99.0% |
| Participant deferral / active EE | $2,481 | $5,681-56.3% | $6,843-63.8% | $3,741-33.7% |
| Admin fee / account holder | $549 | $6,053-90.9% | $9,312-94.1% | $5,306-89.7% |