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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 | $79,952 | $153,311-47.8% | $109,313-26.9% | $273,972-70.8% |
| Participation rate | 58.3% | 80.1%-21.8pp | 71.3%-12.9pp | 83.0%-24.7pp |
| Annual return | 4.73% | 29.86%-25.1pp | 22.07%-17.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,803 | $3,932-54.2% | $3,166-43.1% | $5,287-65.9% |
| Admin fee / account holder | $17,370 | $8,076+115.1% | $5,666+206.5% | $10,133+71.4% |