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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 | $99,745 | $102,422-2.6% | $147,117-32.2% | $80,959+23.2% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.6pp | 67.7%-15.0pp |
| Annual return | 13.72% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,580 | $6,652+29.0% | $8,065+6.4% | $4,300+99.5% |
| Admin fee / account holder | $3,382 | $7,953-57.5% | $12,993-74.0% | $6,925-51.2% |