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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 | $69,349 | $104,251-33.5% | $91,004-23.8% | $147,586-53.0% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.6%-35.6pp | 82.8%-42.8pp |
| Annual return | 15.94% | 27.06%-11.1pp | 4.60%+11.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,664 | $4,195-60.3% | $3,548-53.1% | $5,439-69.4% |
| Admin fee / account holder | $5,533 | $8,948-38.2% | $5,417+2.1% | $10,886-49.2% |