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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 | $80,100 | $93,617-14.4% | $135,982-41.1% | $75,177+6.5% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 15.99% | 30.89%-14.9pp | 68.32%-52.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $354 | $3,538-90.0% | $4,859-92.7% | $2,671-86.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,516 | $6,980-49.6% | $10,767-67.3% | $5,651-37.8% |