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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 | $123,478-28.5% | $216,567-59.3% | $94,015-6.2% |
| Participation rate | 67.5% | 75.1%-7.6pp | 81.6%-14.1pp | 70.8%-3.3pp |
| Annual return | 18.95% | 23.61%-4.7pp | 12.94%+6.0pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,849 | $4,556+6.4% | $6,191-21.7% | $4,249+14.1% |
| Admin fee / account holder | $6,261 | $12,753-50.9% | $21,981-71.5% | $8,951-30.0% |