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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 | $87,586 | $99,875-12.3% | $146,866-40.4% | $86,983+0.7% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.5%-6.6pp |
| Annual return | 14.67% | 28.10%-13.4pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,784 | $6,322+7.3% | $7,759-12.6% | $4,194+61.8% |
| Admin fee / account holder | $3,096 | $7,838-60.5% | $13,620-77.3% | $7,856-60.6% |