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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 | $101,798-9.0% | $165,071-43.9% | $80,935+14.4% |
| Participation rate | 43.5% | 71.8%-28.3pp | 78.6%-35.1pp | 67.7%-24.1pp |
| Annual return | 13.09% | 16.73%-3.6pp | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,391 | $4,476-24.3% | $6,035-43.8% | $4,299-21.1% |
| Admin fee / account holder | $21,133 | $8,221+157.0% | $12,695+66.5% | $6,924+205.2% |