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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 | $116,525 | $122,962-5.2% | $71,585+62.8% | $138,895-16.1% |
| Participation rate | 58.8% | 68.9%-10.0pp | 68.2%-9.3pp | 79.9%-21.1pp |
| Annual return | 10.28% | 37.84%-27.6pp | 59.26%-49.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,353 | $4,311+24.2% | $2,923+83.1% | $6,396-16.3% |
| Admin fee / account holder | $2,808 | $6,488-56.7% | $4,712-40.4% | $12,562-77.6% |