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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 | $92,115 | $89,652+2.7% | $141,177-34.8% | $65,185+41.3% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.5%-14.2pp | 70.2%-1.9pp |
| Annual return | 33.87% | 32.79%+1.1pp | 71.40%-37.5pp | 29.38%+4.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,957 | $5,691+57.4% | $6,710+33.5% | $3,514+154.9% |
| Admin fee / account holder | $8,439 | $569+1384.3% | $10,263-17.8% | $847+896.1% |