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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 | $85,750 | $94,436-9.2% | $115,599-25.8% | $82,637+3.8% |
| Participation rate | 56.6% | 70.4%-13.8pp | 74.3%-17.6pp | 68.1%-11.4pp |
| Annual return | 13.29% | 18.37%-5.1pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,037 | $3,955+2.1% | $4,889-17.4% | $4,126-2.2% |
| Admin fee / account holder | $5,989 | $10,328-42.0% | $12,841-53.4% | $7,339-18.4% |