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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 | $121,496 | $124,346-2.3% | $111,308+9.2% | $167,536-27.5% |
| Participation rate | 58.8% | 79.6%-20.8pp | 77.3%-18.5pp | 82.1%-23.3pp |
| Annual return | 18.87% | 37.45%-18.6pp | 54.67%-35.8pp | 478.82%-459.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,922 | $5,182-43.6% | $4,487-34.9% | $6,342-53.9% |
| Admin fee / account holder | $8,923 | $10,621-16.0% | $7,965+12.0% | $12,315-27.5% |