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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 | $94,515 | $106,749-11.5% | $145,433-35.0% | $82,448+14.6% |
| Participation rate | 54.2% | 75.6%-21.5pp | 82.1%-28.0pp | 68.1%-13.9pp |
| Annual return | 16.77% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,644 | $6,519+1.9% | $7,897-15.9% | $4,139+60.5% |
| Admin fee / account holder | $8,889 | $8,390+5.9% | $13,129-32.3% | $7,234+22.9% |