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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 | $90,869 | $98,776-8.0% | $149,745-39.3% | $79,856+13.8% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.6pp | 69.6%-6.8pp |
| Annual return | 15.71% | 27.38%-11.7pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,617 | $5,681-53.9% | $6,843-61.8% | $3,741-30.0% |
| Admin fee / account holder | $3,411 | $6,053-43.6% | $9,312-63.4% | $5,306-35.7% |