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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 | $86,060 | $91,474-5.9% | $135,982-36.7% | $71,529+20.3% |
| Participation rate | 67.9% | 75.7%-7.8pp | 81.9%-14.1pp | 67.9%-0.1pp |
| Annual return | 19.56% | 29.89%-10.3pp | 68.32%-48.8pp | 28.97%-9.4pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,238 | $7,095+2.0% | $7,760-6.7% | $4,291+68.7% |
| Admin fee / account holder | $9,626 | $1,267+659.6% | $10,767-10.6% | $1,588+506.0% |