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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 | $88,797 | $76,371+16.3% | $93,621-5.2% | $72,975+21.7% |
| Participation rate | 67.9% | 71.8%-3.9pp | 75.8%-8.0pp | 69.5%-1.6pp |
| Annual return | 21.03% | 25.82%-4.8pp | 32.76%-11.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,995 | $3,538-43.6% | $4,070-51.0% | $3,608-44.7% |
| Admin fee / account holder | $5,738 | $6,839-16.1% | $7,890-27.3% | $5,124+12.0% |