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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 | $95,271 | $138,385-31.2% | $184,243-48.3% | $80,925+17.7% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.7%-2.3pp |
| Annual return | 18.75% | 20.02%-1.3pp | 28.82%-10.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,050 | $7,075-28.6% | $9,132-44.7% | $4,299+17.5% |
| Admin fee / account holder | $6,688 | $10,489-36.2% | $13,914-51.9% | $6,940-3.6% |