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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 | $89,025 | $95,415-6.7% | $185,851-52.1% | $85,851+3.7% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 14.80% | 23.59%-8.8pp | 122.11%-107.3pp | 318.63%-303.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,775 | $3,424-18.9% | $5,569-50.2% | $3,952-29.8% |
| Admin fee / account holder | $10,779 | $7,215+49.4% | $16,245-33.6% | $6,261+72.2% |