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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 | $95,055 | $109,359-13.1% | $162,171-41.4% | $72,983+30.2% |
| Participation rate | 37.2% | 84.3%-47.0pp | 87.6%-50.3pp | 69.5%-32.3pp |
| Annual return | 22.84% | 25.46%-2.6pp | 115.60%-92.8pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,882 | $5,481+25.6% | $7,297-5.7% | $3,608+90.8% |
| Admin fee / account holder | $13,836 | $7,972+73.6% | $10,843+27.6% | $5,124+170.0% |