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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 | $96,945 | $88,672+9.3% | $105,223-7.9% | $82,448+17.6% |
| Participation rate | 36.5% | 67.9%-31.4pp | 75.0%-38.5pp | 68.1%-31.5pp |
| Annual return | 14.34% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,794 | $4,036-6.0% | $5,072-25.2% | $4,139-8.3% |
| Admin fee / account holder | $12,238 | $7,146+71.3% | $8,859+38.2% | $7,234+69.2% |