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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 | $84,600 | $98,776-14.4% | $149,745-43.5% | $79,856+5.9% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.5%-21.6pp | 69.6%-8.8pp |
| Annual return | 15.10% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,803 | $5,681+19.7% | $6,843-0.6% | $3,741+81.9% |
| Admin fee / account holder | $3,684 | $6,053-39.1% | $9,312-60.4% | $5,306-30.6% |