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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 | $78,924 | $76,112+3.7% | $96,534-18.2% | $71,511+10.4% |
| Participation rate | 30.1% | 74.4%-44.3pp | 76.0%-45.9pp | 67.9%-37.8pp |
| Annual return | 133.83% | 22.81%+111.0pp | 25.88%+107.9pp | 28.86%+105.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,107 | $4,217-50.0% | $4,851-56.6% | $4,291-50.9% |
| Admin fee / account holder | $3,706 | $2,708+36.8% | $8,253-55.1% | $1,588+133.3% |