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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 | $81,733 | $93,617-12.7% | $135,982-39.9% | $75,177+8.7% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 16.62% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,179 | $6,406+12.1% | $7,760-7.5% | $4,126+74.0% |
| Admin fee / account holder | $6,929 | $6,980-0.7% | $10,767-35.6% | $5,651+22.6% |