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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 | $94,975 | $90,400+5.1% | $186,193-49.0% | $87,485+8.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.1%-27.1pp | 68.9%-18.9pp |
| Annual return | 17.38% | 22.15%-4.8pp | 78.03%-60.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,177 | $4,330-26.6% | $6,513-51.2% | $4,274-25.6% |
| Admin fee / account holder | $711 | $8,673-91.8% | $11,058-93.6% | $7,775-90.8% |