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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 | $98,809 | $106,923-7.6% | $84,023+17.6% | $152,909-35.4% |
| Participation rate | 56.3% | 75.3%-19.0pp | 69.0%-12.8pp | 82.5%-26.2pp |
| Annual return | 16.32% | 105.02%-88.7pp | 71.32%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $263 | $2,735-90.4% | $1,984-86.7% | $4,764-94.5% |
| Participant deferral / active EE | $3,039 | $4,013-24.3% | $3,239-6.2% | $5,851-48.1% |
| Admin fee / account holder | $46,998 | $8,289+467.0% | $6,102+670.2% | $11,601+305.1% |