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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 | $82,521 | $91,198-9.5% | $178,503-53.8% | $79,856+3.3% |
| Participation rate | 48.7% | 69.2%-20.5pp | 81.9%-33.2pp | 69.6%-20.9pp |
| Annual return | 20.78% | 24.20%-3.4pp | 151.12%-130.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,004 | $3,237-7.2% | $5,202-42.3% | $3,741-19.7% |
| Admin fee / account holder | $9,025 | $6,748+33.7% | $13,987-35.5% | $5,306+70.1% |