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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 | $85,635 | $87,834-2.5% | $133,979-36.1% | $62,881+36.2% |
| Participation rate | 66.0% | 83.4%-17.4pp | 87.1%-21.1pp | 69.3%-3.3pp |
| Annual return | 17.86% | 12.05%+5.8pp | 29.30%-11.4pp | 20.14%-2.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,135 | $4,812+110.6% | $6,282+61.3% | $3,203+216.4% |
| Admin fee / account holder | $5,692 | $5,372+5.9% | $9,324-39.0% | $4,296+32.5% |