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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 | $90,494 | $103,393-12.5% | $87,103+3.9% | $152,909-40.8% |
| Participation rate | 52.4% | 79.4%-27.0pp | 76.9%-24.5pp | 82.5%-30.1pp |
| Annual return | 21.69% | 28.10%-6.4pp | 28.19%-6.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,131 | $4,778-55.4% | $4,049-47.4% | $5,851-63.6% |
| Admin fee / account holder | $3,320 | $12,195-72.8% | $7,491-55.7% | $11,601-71.4% |