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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 | $113,210 | $140,578-19.5% | $100,671+12.5% | $125,389-9.7% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | 17.76% | 24.67%-6.9pp | 20.43%-2.7pp | 282.24%-264.5pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,553 | $3,981+14.4% | $3,144+44.8% | $5,352-14.9% |
| Admin fee / account holder | $2,417 | $6,716-64.0% | $4,850-50.2% | $9,541-74.7% |