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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 | $105,546 | $123,793-14.7% | $177,840-40.7% | $79,852+32.2% |
| Participation rate | 68.1% | 84.7%-16.6pp | 87.7%-19.7pp | 69.6%-1.6pp |
| Annual return | 11.71% | 22.82%-11.1pp | 48.32%-36.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,113 | $5,956-14.2% | $7,714-33.7% | $3,740+36.7% |
| Admin fee / account holder | $4,022 | $7,243-44.5% | $12,431-67.6% | $5,306-24.2% |