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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 | $141,762 | $146,267-3.1% | $197,124-28.1% | $82,448+71.9% |
| Participation rate | 55.3% | 84.0%-28.7pp | 86.7%-31.4pp | 68.1%-12.7pp |
| Annual return | 17.17% | 29.61%-12.4pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,478 | $7,035-22.1% | $9,135-40.0% | $4,139+32.3% |
| Admin fee / account holder | $7,055 | $14,422-51.1% | $16,298-56.7% | $7,234-2.5% |