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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 | $92,303 | $81,358+13.5% | $155,556-40.7% | $80,959+14.0% |
| Participation rate | 63.9% | 66.3%-2.4pp | 78.2%-14.3pp | 67.7%-3.8pp |
| Annual return | 13.94% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,874 | $3,455-16.8% | $5,631-49.0% | $4,300-33.2% |
| Admin fee / account holder | $27,639 | $7,994+245.8% | $15,885+74.0% | $6,925+299.1% |