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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 | $94,524 | $106,923-11.6% | $84,023+12.5% | $152,909-38.2% |
| Participation rate | 55.0% | 75.3%-20.3pp | 69.0%-14.0pp | 82.5%-27.5pp |
| Annual return | 22.17% | 105.02%-82.8pp | 71.32%-49.1pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,863 | $4,013-3.7% | $3,239+19.2% | $5,851-34.0% |
| Admin fee / account holder | $11,022 | $8,289+33.0% | $6,102+80.6% | $11,601-5.0% |