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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 | $93,414 | $89,367+4.5% | $141,191-33.8% | $72,975+28.0% |
| Participation rate | 66.0% | 75.1%-9.2pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 21.44% | 111.87%-90.4pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,069 | $5,419-6.5% | $6,710-24.5% | $3,608+40.5% |
| Admin fee / account holder | $763 | $5,957-87.2% | $10,264-92.6% | $5,124-85.1% |