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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 | $106,864-17.7% | $147,318-40.3% | $82,637+6.5% |
| Participation rate | 44.1% | 75.5%-31.4pp | 82.1%-38.0pp | 68.1%-24.0pp |
| Annual return | 17.29% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,786 | $6,496-26.3% | $7,906-39.5% | $4,126+16.0% |
| Admin fee / account holder | $8,828 | $8,415+4.9% | $13,708-35.6% | $7,339+20.3% |