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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 | $101,916 | $146,267-30.3% | $197,124-48.3% | $82,448+23.6% |
| Participation rate | 35.0% | 84.0%-49.0pp | 86.7%-51.7pp | 68.1%-33.1pp |
| Annual return | 23.20% | 29.61%-6.4pp | 44.34%-21.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,264 | $7,035-39.4% | $9,135-53.3% | $4,139+3.0% |
| Admin fee / account holder | $3,748 | $14,422-74.0% | $16,298-77.0% | $7,234-48.2% |