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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 | $116,303 | $123,793-6.1% | $177,840-34.6% | $79,852+45.6% |
| Participation rate | 61.2% | 84.7%-23.4pp | 87.7%-26.5pp | 69.6%-8.4pp |
| Annual return | 19.83% | 22.82%-3.0pp | 48.32%-28.5pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,299 | $5,956+89.7% | $7,714+46.5% | $3,740+202.1% |
| Admin fee / account holder | $7,960 | $7,243+9.9% | $12,431-36.0% | $5,306+50.0% |