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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 | $102,021 | $105,200-3.0% | $159,474-36.0% | $85,847+18.8% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.8%-42.2pp | 69.3%-28.7pp |
| Annual return | 18.28% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,755 | $5,946-20.0% | $7,353-35.3% | $3,952+20.3% |
| Admin fee / account holder | $3,244 | $6,934-53.2% | $10,802-70.0% | $6,261-48.2% |