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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 | $93,377 | $83,485+11.8% | $125,195-25.4% | $72,976+28.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 20.07% | 25.77%-5.7pp | 43.79%-23.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,186 | $3,586+72.5% | $4,937+25.3% | $3,608+71.5% |
| Admin fee / account holder | $5,751 | $5,518+4.2% | $9,704-40.7% | $5,124+12.2% |