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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 | $92,749 | $93,598-0.9% | $135,974-31.8% | $75,173+23.4% |
| Participation rate | 48.1% | 75.2%-27.1pp | 81.9%-33.8pp | 67.2%-19.1pp |
| Annual return | 17.58% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,580 | $6,405-44.1% | $7,760-53.9% | $4,126-13.2% |
| Admin fee / account holder | $2,969 | $6,978-57.5% | $10,767-72.4% | $5,651-47.5% |