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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 | $98,716 | $99,652-0.9% | $78,778+25.3% | $147,585-33.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 13.90% | 47.28%-33.4pp | 35.62%-21.7pp | 578.58%-564.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,865 | $3,664-49.1% | $2,958-36.9% | $5,439-65.7% |
| Admin fee / account holder | $3,377 | $7,155-52.8% | $5,134-34.2% | $10,886-69.0% |