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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 | $95,644 | $89,370+7.0% | $141,197-32.3% | $72,976+31.1% |
| Participation rate | 60.9% | 75.1%-14.3pp | 82.5%-21.6pp | 69.5%-8.6pp |
| Annual return | 20.50% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,919 | $5,419+27.7% | $6,710+3.1% | $3,608+91.8% |
| Admin fee / account holder | $21,405 | $5,957+259.3% | $10,265+108.5% | $5,124+317.7% |