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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 | $111,029 | $117,859-5.8% | $102,438+8.4% | $145,959-23.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 8.81% | 31.72%-22.9pp | 29.37%-20.6pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,021 | $5,732-47.3% | $5,054-40.2% | $6,689-54.8% |
| Admin fee / account holder | $5,019 | $13,318-62.3% | $9,448-46.9% | $13,398-62.5% |