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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 | $74,438 | $91,760-18.9% | $156,181-52.3% | $67,986+9.5% |
| Participation rate | 63.2% | 65.0%-1.9pp | 78.8%-15.7pp | 57.2%+6.0pp |
| Annual return | 15.17% | 18.14%-3.0pp | 64.87%-49.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,085 | $3,960+3.2% | $6,132-33.4% | $3,358+21.7% |
| Admin fee / account holder | $674 | $3,949-82.9% | $14,586-95.4% | $3,203-79.0% |