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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 | $90,400+6.8% | $186,193-48.1% | $87,485+10.4% |
| Participation rate | 38.2% | 66.2%-28.0pp | 77.1%-38.9pp | 68.9%-30.7pp |
| Annual return | 72.92% | 22.15%+50.8pp | 78.03%-5.1pp | 26.06%+46.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,867 | $4,330-33.8% | $6,513-56.0% | $4,274-32.9% |
| Admin fee / account holder | $7,392 | $8,673-14.8% | $11,058-33.2% | $7,775-4.9% |