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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 | $97,413 | $102,632-5.1% | $81,988+18.8% | $158,950-38.7% |
| Participation rate | 57.9% | 75.5%-17.6pp | 69.3%-11.4pp | 82.0%-24.1pp |
| Annual return | 14.62% | 61.05%-46.4pp | 41.31%-26.7pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,112 | $4,649-76.1% | $3,722-70.1% | $5,983-81.4% |
| Admin fee / account holder | $6,852 | $8,237-16.8% | $5,665+21.0% | $11,248-39.1% |