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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 | $83,706 | $91,198-8.2% | $178,503-53.1% | $79,856+4.8% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.3pp |
| Annual return | 17.95% | 24.20%-6.2pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,264 | $3,237+0.9% | $5,202-37.3% | $3,741-12.7% |
| Admin fee / account holder | $728 | $6,748-89.2% | $13,987-94.8% | $5,306-86.3% |