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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 | $180,059 | $215,361-16.4% | $171,082+5.2% | $273,972-34.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.01% | 25.14%-20.1pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,807 | $5,543-13.3% | $4,797+0.2% | $5,287-9.1% |
| Admin fee / account holder | $2,971 | $10,846-72.6% | $8,520-65.1% | $10,133-70.7% |