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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 | $101,708 | $89,367+13.8% | $141,191-28.0% | $72,975+39.4% |
| Participation rate | 48.7% | 75.1%-26.4pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 20.37% | 111.87%-91.5pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,156 | $5,419+13.6% | $6,710-8.3% | $3,608+70.6% |
| Admin fee / account holder | $5,972 | $5,957+0.3% | $10,264-41.8% | $5,124+16.5% |