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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 | $85,078 | $98,766-13.9% | $149,730-43.2% | $79,852+6.5% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.5%-45.9pp | 69.6%-33.1pp |
| Annual return | 18.17% | 27.43%-9.3pp | 276.70%-258.5pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,711 | $5,681-34.7% | $6,843-45.8% | $3,740-0.8% |
| Admin fee / account holder | $1,973 | $6,052-67.4% | $9,310-78.8% | $5,306-62.8% |