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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 | $93,304 | $101,618-8.2% | $93,063+0.3% | $137,256-32.0% |
| Participation rate | 26.3% | 74.9%-48.6pp | 72.1%-45.8pp | 80.0%-53.6pp |
| Annual return | 15.51% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,010 | $4,279-76.4% | $3,958-74.5% | $6,407-84.2% |
| Admin fee / account holder | $1,831 | $6,198-70.5% | $6,033-69.7% | $12,270-85.1% |