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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 | $91,086+6.0% | $203,872-52.6% | $86,983+11.0% |
| Participation rate | 38.2% | 65.8%-27.6pp | 77.8%-39.6pp | 69.5%-31.3pp |
| Annual return | 72.92% | 22.30%+50.6pp | 85.11%-12.2pp | 25.83%+47.1pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,867 | $4,019-28.7% | $6,388-55.1% | $4,194-31.6% |
| Admin fee / account holder | $7,392 | $8,987-17.8% | $11,730-37.0% | $7,856-5.9% |