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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 | $103,267 | $106,905-3.4% | $84,020+22.9% | $152,885-32.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 17.86% | 105.00%-87.1pp | 71.31%-53.5pp | 345.39%-327.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,950 | $4,012-51.4% | $3,239-39.8% | $5,851-66.7% |
| Admin fee / account holder | $1,694 | $8,287-79.6% | $6,101-72.2% | $11,598-85.4% |