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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 | $91,968 | $128,603-28.5% | $197,124-53.3% | $67,986+35.3% |
| Participation rate | 60.8% | 81.7%-20.8pp | 86.7%-25.9pp | 57.2%+3.6pp |
| Annual return | 25.12% | 23.77%+1.4pp | 44.34%-19.2pp | 31.67%-6.5pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $14,874 | $6,840+117.5% | $9,135+62.8% | $3,358+342.9% |
| Admin fee / account holder | $10,481 | $3,035+245.4% | $16,298-35.7% | $3,203+227.2% |