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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 | $75,687 | $135,961-44.3% | $96,707-21.7% | $67,986+11.3% |
| Participation rate | 22.9% | 76.3%-53.4pp | 80.4%-57.5pp | 57.2%-34.4pp |
| Annual return | 18.40% | 31.14%-12.7pp | 34.78%-16.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $0 | $5,011-100.0% | $4,191-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,963 | $7,360-46.2% | $5,997-33.9% | $3,358+18.0% |
| Admin fee / account holder | $11,100 | $2,370+368.4% | $7,503+47.9% | $3,203+246.5% |