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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 | $98,469 | $109,359-10.0% | $162,171-39.3% | $72,983+34.9% |
| Participation rate | 59.3% | 84.3%-25.0pp | 87.6%-28.3pp | 69.5%-10.2pp |
| Annual return | 24.64% | 25.46%-0.8pp | 115.60%-91.0pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,967 | $5,481+63.6% | $7,297+22.9% | $3,608+148.6% |
| Admin fee / account holder | $6,613 | $7,972-17.0% | $10,843-39.0% | $5,124+29.1% |