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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 | $145,415 | $163,487-11.1% | $269,529-46.0% | $132,820+9.5% |
| Participation rate | 45.7% | 74.1%-28.3pp | 82.8%-37.1pp | 74.3%-28.5pp |
| Annual return | 13.64% | 15.72%-2.1pp | -4.31%+18.0pp | 14.82%-1.2pp |
| Employer contribution / active EE | $0 | $4,877-100.0% | $8,701-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $5,706 | $4,352+31.1% | $4,900+16.5% | $3,980+43.4% |
| Admin fee / account holder | $8,573 | $13,259-35.3% | $15,286-43.9% | $11,722-26.9% |