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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 | $92,625 | $101,752-9.0% | $164,928-43.8% | $80,911+14.5% |
| Participation rate | 43.5% | 71.8%-28.3pp | 78.6%-35.1pp | 67.6%-24.1pp |
| Annual return | 13.09% | 16.73%-3.6pp | 70.08%-57.0pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,391 | $4,477-24.3% | $6,034-43.8% | $4,297-21.1% |
| Admin fee / account holder | $21,133 | $8,218+157.2% | $12,684+66.6% | $6,935+204.7% |