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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 | $166,049 | $91,439+81.6% | $135,974+22.1% | $71,511+132.2% |
| Participation rate | 45.0% | 75.7%-30.6pp | 81.9%-36.9pp | 67.9%-22.9pp |
| Annual return | 19.52% | 29.90%-10.4pp | 68.30%-48.8pp | 28.86%-9.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,566 | $7,093-35.6% | $7,760-41.2% | $4,291+6.4% |
| Admin fee / account holder | $8,266 | $1,267+552.6% | $10,767-23.2% | $1,588+420.4% |