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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 | $105,073 | $111,830-6.0% | $93,696+12.1% | $145,884-28.0% |
| Participation rate | 43.5% | 74.2%-30.7pp | 68.7%-25.2pp | 80.3%-36.8pp |
| Annual return | 12.60% | 204.08%-191.5pp | 133.74%-121.1pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,321 | $4,920-52.8% | $4,417-47.5% | $6,690-65.3% |
| Admin fee / account holder | $1,880 | $10,249-81.7% | $8,287-77.3% | $13,392-86.0% |