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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 | $102,416 | $142,972-28.4% | $214,702-52.3% | $86,983+17.7% |
| Participation rate | 66.7% | 84.9%-18.2pp | 87.5%-20.8pp | 69.5%-2.9pp |
| Annual return | 13.42% | 18.49%-5.1pp | 54.55%-41.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,489 | $6,568-46.9% | $9,147-61.8% | $4,194-16.8% |
| Admin fee / account holder | $4,341 | $17,617-75.4% | $19,830-78.1% | $7,856-44.7% |