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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 | $82,095 | $106,749-23.1% | $145,433-43.6% | $82,448-0.4% |
| Participation rate | 64.1% | 75.6%-11.5pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 17.34% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,034 | $6,519+23.2% | $7,897+1.7% | $4,139+94.1% |
| Admin fee / account holder | $2,146 | $8,390-74.4% | $13,129-83.7% | $7,234-70.3% |