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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 | $94,493 | $89,364+5.7% | $141,177-33.1% | $72,983+29.5% |
| Participation rate | 62.2% | 75.1%-12.9pp | 82.5%-20.3pp | 69.5%-7.3pp |
| Annual return | 21.31% | 111.86%-90.6pp | 71.40%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,066 | $5,419+30.4% | $6,710+5.3% | $3,608+95.9% |
| Admin fee / account holder | $27,464 | $5,959+360.9% | $10,263+167.6% | $5,124+436.0% |