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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 | $46,293 | $122,258-62.1% | $199,883-76.8% | $64,097-27.8% |
| Participation rate | 59.8% | 79.0%-19.2pp | 86.8%-27.0pp | 55.2%+4.6pp |
| Annual return | 20.92% | 24.91%-4.0pp | 43.81%-22.9pp | 34.64%-13.7pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,853 | $6,258+25.5% | $9,138-14.1% | $3,080+155.0% |
| Admin fee / account holder | $5,315 | $3,882+36.9% | $17,268-69.2% | $3,454+53.9% |