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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 | $97,760 | $75,541+29.4% | $152,093-35.7% | $82,637+18.3% |
| Participation rate | 69.1% | 66.5%+2.6pp | 77.8%-8.7pp | 68.1%+1.0pp |
| Annual return | 21.03% | 32.56%-11.5pp | 66.36%-45.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,622 | $3,206+106.6% | $5,451+21.5% | $4,126+60.5% |
| Admin fee / account holder | $3,067 | $6,405-52.1% | $14,497-78.8% | $7,339-58.2% |