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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 | $110,303-4.0% | $95,759+10.5% | $139,487-24.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.51% | 27.19%-17.7pp | 28.42%-18.9pp | 373.84%-364.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,450 | $4,674-4.8% | $4,244+4.9% | $6,713-33.7% |
| Admin fee / account holder | $28,408 | $6,615+329.4% | $5,678+400.3% | $11,407+149.0% |