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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 | $75,920 | $67,602+12.3% | $82,312-7.8% | $70,126+8.3% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 22.54% | 21.57%+1.0pp | 25.88%-3.3pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,743 | $2,987+125.7% | $3,706+81.9% | $3,332+102.4% |
| Admin fee / account holder | $1,216 | $4,512-73.1% | $5,608-78.3% | $4,645-73.8% |