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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 | $96,560 | $84,953+13.7% | $163,379-40.9% | $82,637+16.8% |
| Participation rate | 38.2% | 65.9%-27.7pp | 76.8%-38.6pp | 68.1%-29.8pp |
| Annual return | 72.92% | 23.07%+49.8pp | 63.41%+9.5pp | 53.51%+19.4pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,867 | $4,326-33.7% | $6,282-54.4% | $4,126-30.5% |
| Admin fee / account holder | $7,392 | $7,921-6.7% | $9,818-24.7% | $7,339+0.7% |