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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 | $97,031 | $98,766-1.8% | $149,730-35.2% | $79,852+21.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 16.72% | 27.43%-10.7pp | 276.70%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,391 | $5,681-40.3% | $6,843-50.4% | $3,740-9.4% |
| Admin fee / account holder | $15,581 | $6,052+157.5% | $9,310+67.4% | $5,306+193.6% |