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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 | $91,777 | $98,760-7.1% | $149,715-38.7% | $79,858+14.9% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.1pp |
| Annual return | 18.09% | 27.43%-9.3pp | 276.66%-258.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,474 | $5,681+31.6% | $6,842+9.2% | $3,740+99.8% |
| Admin fee / account holder | $4,169 | $6,053-31.1% | $9,310-55.2% | $5,306-21.4% |