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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 | $82,000 | $142,972-42.6% | $214,702-61.8% | $86,983-5.7% |
| Participation rate | 65.7% | 84.9%-19.2pp | 87.5%-21.8pp | 69.5%-3.9pp |
| Annual return | 15.53% | 18.49%-3.0pp | 54.55%-39.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,418 | $6,568-17.5% | $9,147-40.8% | $4,194+29.2% |
| Admin fee / account holder | $873 | $17,617-95.0% | $19,830-95.6% | $7,856-88.9% |