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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 | $87,976 | $106,749-17.6% | $145,433-39.5% | $82,448+6.7% |
| Participation rate | 44.1% | 75.6%-31.6pp | 82.1%-38.1pp | 68.1%-24.0pp |
| Annual return | 17.29% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,786 | $6,519-26.6% | $7,897-39.4% | $4,139+15.6% |
| Admin fee / account holder | $8,828 | $8,390+5.2% | $13,129-32.8% | $7,234+22.0% |