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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 | $90,157 | $99,875-9.7% | $146,866-38.6% | $86,983+3.6% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.5%-27.7pp | 69.5%-14.7pp |
| Annual return | 16.11% | 28.10%-12.0pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,348 | $6,322-31.2% | $7,759-44.0% | $4,194+3.7% |
| Admin fee / account holder | $19,303 | $7,838+146.3% | $13,620+41.7% | $7,856+145.7% |