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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 | $78,683 | $93,617-16.0% | $135,982-42.1% | $75,177+4.7% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 22.58% | 30.89%-8.3pp | 68.32%-45.7pp | 160.75%-138.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,959 | $6,406-53.8% | $7,760-61.9% | $4,126-28.3% |
| Admin fee / account holder | $1,869 | $6,980-73.2% | $10,767-82.6% | $5,651-66.9% |