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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 | $107,117 | $93,598+14.4% | $135,974-21.2% | $75,173+42.5% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.4pp | 67.2%-2.6pp |
| Annual return | 19.90% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,249 | $6,405+28.8% | $7,760+6.3% | $4,126+99.9% |
| Admin fee / account holder | $3,681 | $6,978-47.2% | $10,767-65.8% | $5,651-34.9% |