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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 | $98,655 | $89,370+10.4% | $141,197-30.1% | $72,976+35.2% |
| Participation rate | 62.3% | 75.1%-12.9pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 24.51% | 111.88%-87.4pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,786 | $5,419-11.7% | $6,710-28.7% | $3,608+32.7% |
| Admin fee / account holder | $8,011 | $5,957+34.5% | $10,265-22.0% | $5,124+56.3% |