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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 | $162,893 | $177,595-8.3% | $148,496+9.7% | $198,609-18.0% |
| Participation rate | 59.1% | 79.3%-20.2pp | 76.0%-17.0pp | 82.4%-23.3pp |
| Annual return | 16.56% | 9.97%+6.6pp | 12.33%+4.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,562 | $5,539-17.6% | $4,808-5.1% | $6,977-34.6% |
| Admin fee / account holder | $1,249 | $27,010-95.4% | $19,547-93.6% | $19,030-93.4% |