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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 | $92,530 | $99,345-6.9% | $84,753+9.2% | $273,972-66.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 10.88% | 22.93%-12.1pp | 22.78%-11.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,084 | $4,270-27.8% | $3,712-16.9% | $5,287-41.7% |
| Admin fee / account holder | $4,224 | $6,645-36.4% | $5,333-20.8% | $10,133-58.3% |