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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 | $99,554 | $118,467-16.0% | $98,450+1.1% | $139,456-28.6% |
| Participation rate | 60.9% | 77.5%-16.6pp | 75.2%-14.3pp | 80.3%-19.5pp |
| Annual return | 22.11% | 18.95%+3.2pp | 21.16%+0.9pp | 373.45%-351.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,465 | $5,393-35.8% | $4,739-26.9% | $6,711-48.4% |
| Admin fee / account holder | $3,030 | $14,057-78.4% | $8,961-66.2% | $11,407-73.4% |