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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 | $105,140 | $118,488-11.3% | $98,462+6.8% | $139,487-24.6% |
| Participation rate | 42.1% | 77.5%-35.4pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 10.32% | 18.96%-8.6pp | 21.17%-10.9pp | 373.84%-363.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,686 | $5,393-50.2% | $4,738-43.3% | $6,713-60.0% |
| Admin fee / account holder | $1,245 | $13,868-91.0% | $8,875-86.0% | $11,407-89.1% |