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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 | $87,877 | $93,598-6.1% | $135,974-35.4% | $75,173+16.9% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 16.63% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,865 | $6,405+100.8% | $7,760+65.8% | $4,126+211.8% |
| Admin fee / account holder | $26,764 | $6,978+283.6% | $10,767+148.6% | $5,651+373.7% |