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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 | $52,446 | $89,370-41.3% | $141,197-62.9% | $72,976-28.1% |
| Participation rate | 69.6% | 75.1%-5.6pp | 82.5%-12.9pp | 69.5%+0.1pp |
| Annual return | 19.75% | 111.88%-92.1pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,435 | $5,419-18.1% | $6,710-33.9% | $3,608+22.9% |
| Admin fee / account holder | $4,226 | $5,957-29.1% | $10,265-58.8% | $5,124-17.5% |