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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 | $110,379-3.2% | $102,412+4.3% | $145,884-26.8% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 12.68% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,017 | $5,622-46.3% | $5,060-40.4% | $6,690-54.9% |
| Admin fee / account holder | $61,876 | $9,745+535.0% | $8,388+637.7% | $13,392+362.0% |