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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 | $95,062 | $88,672+7.2% | $105,223-9.7% | $82,448+15.3% |
| Participation rate | 49.2% | 67.9%-18.8pp | 75.0%-25.9pp | 68.1%-18.9pp |
| Annual return | 18.36% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,452 | $4,036+208.5% | $5,072+145.5% | $4,139+200.8% |
| Admin fee / account holder | $5,547 | $7,146-22.4% | $8,859-37.4% | $7,234-23.3% |