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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 | $84,152 | $91,198-7.7% | $178,503-52.9% | $79,856+5.4% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.5pp | 69.6%-35.2pp |
| Annual return | 11.44% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,938 | $3,237-40.1% | $5,202-62.7% | $3,741-48.2% |
| Admin fee / account holder | $7,393 | $6,748+9.6% | $13,987-47.1% | $5,306+39.3% |