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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 | $90,971 | $93,589-2.8% | $135,942-33.1% | $75,181+21.0% |
| Participation rate | 38.6% | 75.2%-36.6pp | 81.9%-43.3pp | 67.2%-28.6pp |
| Annual return | 22.65% | 30.90%-8.3pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,860 | $6,405-24.1% | $7,759-37.4% | $4,126+17.8% |
| Admin fee / account holder | $4,413 | $6,977-36.8% | $10,764-59.0% | $5,650-21.9% |