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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 | $108,825-18.9% | $156,181-43.5% | $82,448+7.0% |
| Participation rate | 67.5% | 72.4%-4.9pp | 78.8%-11.3pp | 68.1%-0.6pp |
| Annual return | 18.95% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,849 | $4,577+5.9% | $6,132-20.9% | $4,139+17.1% |
| Admin fee / account holder | $6,261 | $9,341-33.0% | $14,586-57.1% | $7,234-13.4% |