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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 | $86,120 | $99,345-13.3% | $84,753+1.6% | $273,972-68.6% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 7.06% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,984 | $4,270-30.1% | $3,712-19.6% | $5,287-43.6% |
| Admin fee / account holder | $359 | $6,645-94.6% | $5,333-93.3% | $10,133-96.5% |