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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 | $86,124 | $80,992+6.3% | $96,534-10.8% | $75,173+14.6% |
| Participation rate | 58.3% | 71.8%-13.5pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 51.34% | 27.05%+24.3pp | 25.88%+25.5pp | 160.72%-109.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,861 | $3,929-52.6% | $4,851-61.6% | $4,126-54.9% |
| Admin fee / account holder | $3,186 | $6,717-52.6% | $8,253-61.4% | $5,651-43.6% |