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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 | $86,819 | $123,793-29.9% | $177,848-51.2% | $79,856+8.7% |
| Participation rate | 65.5% | 84.7%-19.1pp | 87.7%-22.2pp | 69.6%-4.1pp |
| Annual return | 24.13% | 22.82%+1.3pp | 48.33%-24.2pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,007 | $5,956+17.6% | $7,714-9.2% | $3,741+87.3% |
| Admin fee / account holder | $1,146 | $7,243-84.2% | $12,431-90.8% | $5,306-78.4% |