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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 | $82,298 | $80,812+1.8% | $160,784-48.8% | $82,448-0.2% |
| Participation rate | 34.5% | 66.2%-31.8pp | 77.0%-42.5pp | 68.1%-33.6pp |
| Annual return | 21.20% | 100.59%-79.4pp | 1803.92%-1782.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,286 | $4,335-24.2% | $6,293-47.8% | $4,139-20.6% |
| Admin fee / account holder | $678 | $7,695-91.2% | $9,717-93.0% | $7,234-90.6% |