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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 | $96,430 | $135,956-29.1% | $123,894-22.2% | $273,972-64.8% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,760 | $6,343-40.7% | $5,984-37.2% | $5,287-28.9% |
| Admin fee / account holder | $11,618 | $9,817+18.3% | $8,357+39.0% | $10,133+14.7% |