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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 | $82,850 | $106,749-22.4% | $145,433-43.0% | $82,448+0.5% |
| Participation rate | 55.2% | 75.6%-20.5pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 20.49% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,903 | $6,519+97.9% | $7,897+63.4% | $4,139+211.7% |
| Admin fee / account holder | $11,601 | $8,390+38.3% | $13,129-11.6% | $7,234+60.4% |