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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 | $106,827 | $111,814-4.5% | $103,378+3.3% | $145,978-26.8% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 12.68% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,017 | $5,618-46.3% | $5,058-40.3% | $6,690-54.9% |
| Admin fee / account holder | $61,876 | $9,764+533.7% | $8,401+636.5% | $13,400+361.7% |