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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 | $80,514 | $83,485-3.6% | $125,195-35.7% | $72,976+10.3% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.7pp | 69.5%-8.5pp |
| Annual return | 20.80% | 25.77%-5.0pp | 43.79%-23.0pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,366 | $3,586-6.1% | $4,937-31.8% | $3,608-6.7% |
| Admin fee / account holder | $3,193 | $5,518-42.1% | $9,704-67.1% | $5,124-37.7% |