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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 | $88,226 | $114,712-23.1% | $173,730-49.2% | $87,485+0.8% |
| Participation rate | 67.5% | 73.0%-5.5pp | 79.6%-12.1pp | 68.9%-1.4pp |
| Annual return | 18.95% | 20.18%-1.2pp | 19.96%-1.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,849 | $4,642+4.5% | $6,326-23.4% | $4,274+13.5% |
| Admin fee / account holder | $6,261 | $10,210-38.7% | $17,523-64.3% | $7,775-19.5% |