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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 | $80,065 | $87,166-8.1% | $76,735+4.3% | $137,256-41.7% |
| Participation rate | 12.5% | 74.4%-61.9pp | 69.5%-57.0pp | 80.0%-67.5pp |
| Annual return | 12.02% | 26.50%-14.5pp | 29.77%-17.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,753 | $4,726+42.9% | $4,088+65.2% | $6,407+5.4% |
| Admin fee / account holder | $2,016 | $8,403-76.0% | $7,189-72.0% | $12,270-83.6% |