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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 | $86,614 | $65,027+33.2% | $90,970-4.8% | $79,852+8.5% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 21.85% | 30.45%-8.6pp | 134.58%-112.7pp | 31.72%-9.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,598 | $2,512-36.4% | $3,373-52.6% | $3,740-57.3% |
| Admin fee / account holder | $1,852 | $4,535-59.2% | $5,960-68.9% | $5,306-65.1% |