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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 | $104,260 | $93,617+11.4% | $135,982-23.3% | $75,177+38.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 15.38% | 30.89%-15.5pp | 68.32%-52.9pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,659 | $6,406-42.9% | $7,760-52.8% | $4,126-11.3% |
| Admin fee / account holder | $411 | $6,980-94.1% | $10,767-96.2% | $5,651-92.7% |