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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 | $74,194 | $85,171-12.9% | $172,752-57.1% | $72,975+1.7% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 18.56% | 27.32%-8.8pp | 802.97%-784.4pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,076 | $3,260-5.7% | $5,198-40.8% | $3,608-14.7% |
| Admin fee / account holder | $8,486 | $5,880+44.3% | $13,955-39.2% | $5,124+65.6% |