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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 | $108,136 | $116,203-6.9% | $93,621+15.5% | $152,897-29.3% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 15.55% | 35.96%-20.4pp | 32.76%-17.2pp | 345.43%-329.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,729 | $4,605-40.7% | $4,070-32.9% | $5,851-53.4% |
| Admin fee / account holder | $3,519 | $10,751-67.3% | $7,890-55.4% | $11,599-69.7% |