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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 | $114,254 | $115,917-1.4% | $100,535+13.6% | $158,982-28.1% |
| Participation rate | 61.5% | 81.6%-20.1pp | 79.4%-17.9pp | 82.0%-20.4pp |
| Annual return | 10.28% | 34.80%-24.5pp | 30.90%-20.6pp | 302.99%-292.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,526 | $6,677-47.2% | $6,271-43.8% | $5,983-41.1% |
| Admin fee / account holder | $9,479 | $11,002-13.8% | $8,085+17.2% | $11,252-15.8% |