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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 | $88,995 | $89,370-0.4% | $141,197-37.0% | $72,976+22.0% |
| Participation rate | 45.7% | 75.1%-29.4pp | 82.5%-36.8pp | 69.5%-23.8pp |
| Annual return | 20.67% | 111.88%-91.2pp | 71.41%-50.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,770 | $5,419-12.0% | $6,710-28.9% | $3,608+32.2% |
| Admin fee / account holder | $17,529 | $5,957+194.3% | $10,265+70.8% | $5,124+242.1% |