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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 | $103,446 | $118,496-12.7% | $98,461+5.1% | $139,466-25.8% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 18.55% | 18.96%-0.4pp | 21.17%-2.6pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,350 | $5,393-19.3% | $4,738-8.2% | $6,712-35.2% |
| Admin fee / account holder | $17,112 | $14,056+21.7% | $8,961+91.0% | $11,409+50.0% |