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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 | $86,412 | $98,240-12.0% | $82,313+5.0% | $147,585-41.4% |
| Participation rate | 45.8% | 79.7%-33.9pp | 76.9%-31.1pp | 82.8%-37.0pp |
| Annual return | 21.45% | 30.85%-9.4pp | 25.88%-4.4pp | 578.58%-557.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,347 | $4,383-0.8% | $3,706+17.3% | $5,439-20.1% |
| Admin fee / account holder | $4,528 | $8,563-47.1% | $5,608-19.3% | $10,886-58.4% |