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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 | $103,691 | $69,248+49.7% | $64,101+61.8% | $139,466-25.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.68% | 45.95%-31.3pp | 33.72%-19.0pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,849 | $4,682+174.4% | $3,881+231.1% | $6,712+91.4% |
| Admin fee / account holder | $15,849 | $4,247+273.1% | $3,070+416.2% | $11,409+38.9% |