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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 | $92,542 | $98,240-5.8% | $82,312+12.4% | $147,586-37.3% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 11.33% | 30.85%-19.5pp | 25.88%-14.5pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,502 | $4,383-65.7% | $3,706-59.5% | $5,439-72.4% |
| Admin fee / account holder | $14,851 | $8,563+73.4% | $5,608+164.8% | $10,886+36.4% |