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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 | $84,558 | $72,027+17.4% | $185,861-54.5% | $79,856+5.9% |
| Participation rate | 59.0% | 65.8%-6.8pp | 78.0%-19.0pp | 69.6%-10.6pp |
| Annual return | 26.92% | 23.13%+3.8pp | 35.96%-9.0pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,825 | $3,780+107.0% | $5,634+38.9% | $3,741+109.2% |
| Admin fee / account holder | $7,301 | $4,513+61.8% | $9,503-23.2% | $5,306+37.6% |