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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 | $85,632 | $71,215+20.2% | $93,696-8.6% | $80,935+5.8% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.4pp | 67.7%-8.3pp |
| Annual return | 17.61% | 11.27%+6.3pp | 133.74%-116.1pp | 35.66%-18.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,962 | $4,037-1.8% | $4,417-10.3% | $4,299-7.8% |
| Admin fee / account holder | $3,954 | $6,958-43.2% | $8,287-52.3% | $6,924-42.9% |