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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 | $98,303 | $89,364+10.0% | $141,173-30.4% | $72,986+34.7% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 28.72% | 111.86%-83.1pp | 71.40%-42.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,766 | $5,419-12.1% | $6,710-29.0% | $3,607+32.1% |
| Admin fee / account holder | $17,718 | $5,959+197.3% | $10,262+72.7% | $5,124+245.8% |