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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 | $58,757 | $86,949-32.4% | $102,460-42.7% | $80,959-27.4% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 11.08% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,913 | $4,121+43.5% | $5,056+17.0% | $4,300+37.5% |
| Admin fee / account holder | $10,102 | $8,048+25.5% | $9,460+6.8% | $6,925+45.9% |