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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 | $80,416 | $99,875-19.5% | $146,866-45.2% | $86,983-7.5% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.5%-31.1pp |
| Annual return | 24.04% | 28.10%-4.1pp | 102.85%-78.8pp | 25.83%-1.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,322 | $6,322-31.6% | $7,759-44.3% | $4,194+3.1% |
| Admin fee / account holder | $5,765 | $7,838-26.5% | $13,620-57.7% | $7,856-26.6% |