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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 | $105,845 | $110,278-4.0% | $95,740+10.6% | $139,466-24.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.51% | 27.19%-17.7pp | 28.41%-18.9pp | 373.66%-364.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,450 | $4,674-4.8% | $4,244+4.9% | $6,712-33.7% |
| Admin fee / account holder | $28,408 | $6,613+329.6% | $5,676+400.5% | $11,409+149.0% |