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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 | $85,070 | $93,617-9.1% | $135,982-37.4% | $75,177+13.2% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.3pp | 67.2%-13.5pp |
| Annual return | 17.06% | 30.89%-13.8pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,693 | $6,406-58.0% | $7,760-65.3% | $4,126-34.7% |
| Admin fee / account holder | $4,008 | $6,980-42.6% | $10,767-62.8% | $5,651-29.1% |