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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 | $85,279 | $104,251-18.2% | $91,004-6.3% | $147,585-42.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 16.36% | 27.06%-10.7pp | 4.60%+11.8pp | 578.57%-562.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,761 | $4,195+13.5% | $3,548+34.2% | $5,439-12.5% |
| Admin fee / account holder | $16,969 | $8,948+89.6% | $5,417+213.2% | $10,885+55.9% |