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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 | $99,714 | $112,729-11.5% | $98,716+1.0% | $137,256-27.4% |
| Participation rate | 36.8% | 74.2%-37.4pp | 69.3%-32.5pp | 80.0%-43.1pp |
| Annual return | 14.49% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,257 | $4,640-72.9% | $4,048-68.9% | $6,407-80.4% |
| Admin fee / account holder | $25,667 | $10,129+153.4% | $8,703+194.9% | $12,270+109.2% |