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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 | $81,251 | $107,421-24.4% | $182,262-55.4% | $94,015-13.6% |
| Participation rate | 68.9% | 77.8%-8.9pp | 84.2%-15.3pp | 70.8%-1.9pp |
| Annual return | 15.28% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,607 | $6,558-14.5% | $8,276-32.3% | $4,249+31.9% |
| Admin fee / account holder | $6,408 | $8,692-26.3% | $16,712-61.7% | $8,951-28.4% |