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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 | $112,798 | $123,793-8.9% | $177,848-36.6% | $79,856+41.3% |
| Participation rate | 64.7% | 84.7%-19.9pp | 87.7%-23.0pp | 69.6%-4.9pp |
| Annual return | 15.07% | 22.82%-7.8pp | 48.33%-33.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,591 | $5,956+44.2% | $7,714+11.4% | $3,741+129.7% |
| Admin fee / account holder | $6,130 | $7,243-15.4% | $12,431-50.7% | $5,306+15.5% |