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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 | $90,636 | $99,994-9.4% | $146,643-38.2% | $85,847+5.6% |
| Participation rate | 57.1% | 73.1%-15.9pp | 80.1%-22.9pp | 69.3%-12.2pp |
| Annual return | 12.28% | 18.93%-6.7pp | 22.75%-10.5pp | 318.61%-306.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,012 | $4,006-49.8% | $5,506-63.5% | $3,952-49.1% |
| Admin fee / account holder | $14,213 | $7,703+84.5% | $10,280+38.3% | $6,261+127.0% |