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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 | $88,372 | $138,366-36.1% | $184,185-52.0% | $80,911+9.2% |
| Participation rate | 66.0% | 83.9%-17.9pp | 86.8%-20.8pp | 67.6%-1.6pp |
| Annual return | 15.73% | 20.02%-4.3pp | 28.81%-13.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,766 | $7,074+52.2% | $9,132+17.9% | $4,297+150.5% |
| Admin fee / account holder | $6,685 | $10,484-36.2% | $13,909-51.9% | $6,935-3.6% |