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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 | $107,173 | $102,429+4.6% | $147,096-27.1% | $80,925+32.4% |
| Participation rate | 48.0% | 75.9%-27.9pp | 82.2%-34.2pp | 67.7%-19.7pp |
| Annual return | 12.10% | 135.02%-122.9pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,073 | $6,649-53.8% | $8,071-61.9% | $4,299-28.5% |
| Admin fee / account holder | $2,765 | $7,957-65.3% | $13,005-78.7% | $6,940-60.2% |