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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 | $85,797 | $89,367-4.0% | $141,191-39.2% | $72,975+17.6% |
| Participation rate | 60.9% | 75.1%-14.3pp | 82.5%-21.6pp | 69.5%-8.6pp |
| Annual return | 24.29% | 111.87%-87.6pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,637 | $5,419-14.4% | $6,710-30.9% | $3,608+28.5% |
| Admin fee / account holder | $325 | $5,957-94.5% | $10,264-96.8% | $5,124-93.7% |