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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 | $95,151 | $96,731-1.6% | $123,973-23.2% | $86,983+9.4% |
| Participation rate | 44.8% | 70.0%-25.2pp | 76.7%-31.8pp | 69.5%-24.7pp |
| Annual return | 12.85% | 17.33%-4.5pp | 388.13%-375.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,479 | $4,152-16.2% | $5,247-33.7% | $4,194-17.0% |
| Admin fee / account holder | $1,757 | $8,722-79.9% | $11,799-85.1% | $7,856-77.6% |