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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 | $99,053-6.7% | $88,179+4.8% | $138,895-33.5% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.1%-52.5pp | 79.9%-63.3pp |
| Annual return | 14.08% | 78.17%-64.1pp | 64.97%-50.9pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,913 | $5,225-63.4% | $4,614-58.5% | $6,396-70.1% |
| Admin fee / account holder | $966 | $8,748-89.0% | $7,673-87.4% | $12,562-92.3% |