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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 | $92,388 | $97,125-4.9% | $86,233+7.1% | $137,256-32.7% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.0%-52.4pp | 80.0%-63.3pp |
| Annual return | 14.08% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,913 | $5,180-63.1% | $4,559-58.0% | $6,407-70.1% |
| Admin fee / account holder | $966 | $9,725-90.1% | $8,342-88.4% | $12,270-92.1% |