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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 | $142,972-28.7% | $214,702-52.5% | $86,983+17.2% |
| Participation rate | 35.0% | 84.9%-49.9pp | 87.5%-52.5pp | 69.5%-34.5pp |
| Annual return | 23.20% | 18.49%+4.7pp | 54.55%-31.4pp | 25.83%-2.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,264 | $6,568-35.1% | $9,147-53.4% | $4,194+1.7% |
| Admin fee / account holder | $3,748 | $17,617-78.7% | $19,830-81.1% | $7,856-52.3% |