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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 | $79,514 | $96,508-17.6% | $75,901+4.8% | $152,897-48.0% |
| Participation rate | 36.8% | 76.2%-39.4pp | 69.3%-32.4pp | 82.5%-45.6pp |
| Annual return | 23.60% | 33.99%-10.4pp | 30.76%-7.2pp | 345.43%-321.8pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,424 | $4,554-68.7% | $3,603-60.5% | $5,851-75.7% |
| Admin fee / account holder | $6,753 | $8,081-16.4% | $5,420+24.6% | $11,599-41.8% |