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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 | $68,492 | $94,436-27.5% | $115,599-40.8% | $82,637-17.1% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.3%-6.4pp | 68.1%-0.2pp |
| Annual return | 15.81% | 18.37%-2.6pp | 111.10%-95.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,977 | $3,955+25.8% | $4,889+1.8% | $4,126+20.6% |
| Admin fee / account holder | $863 | $10,328-91.6% | $12,841-93.3% | $7,339-88.2% |