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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 | $104,737 | $83,369+25.6% | $105,223-0.5% | $67,986+54.1% |
| Participation rate | 41.9% | 56.3%-14.4pp | 75.0%-33.2pp | 57.2%-15.3pp |
| Annual return | 14.49% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,903 | $3,295-11.9% | $5,072-42.8% | $3,358-13.6% |
| Admin fee / account holder | $5,732 | $4,073+40.8% | $8,859-35.3% | $3,203+79.0% |