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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 | $100,073 | $123,793-19.2% | $177,840-43.7% | $79,852+25.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.7%-37.7pp | 69.6%-19.6pp |
| Annual return | 21.76% | 22.82%-1.1pp | 48.32%-26.6pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,274 | $5,956+5.3% | $7,714-18.7% | $3,740+67.7% |
| Admin fee / account holder | $981 | $7,243-86.4% | $12,431-92.1% | $5,306-81.5% |