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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 | $101,039 | $98,766+2.3% | $149,730-32.5% | $79,852+26.5% |
| Participation rate | 42.0% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.6pp |
| Annual return | 20.35% | 27.43%-7.1pp | 276.70%-256.4pp | 31.72%-11.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,990 | $5,681-29.8% | $6,843-41.7% | $3,740+6.7% |
| Admin fee / account holder | $7,857 | $6,052+29.8% | $9,310-15.6% | $5,306+48.1% |