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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 | $81,164 | $87,834-7.6% | $133,975-39.4% | $62,881+29.1% |
| Participation rate | 61.9% | 83.4%-21.5pp | 87.1%-25.2pp | 69.3%-7.4pp |
| Annual return | 5.74% | 12.05%-6.3pp | 29.29%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,804 | $4,812+62.2% | $6,282+24.2% | $3,203+143.6% |
| Admin fee / account holder | $27,039 | $5,372+403.3% | $9,324+190.0% | $4,296+529.4% |