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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 | $89,586 | $86,938+3.0% | $102,423-12.5% | $80,925+10.7% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 23.53% | 18.89%+4.6pp | 29.42%-5.9pp | 35.65%-12.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,121 | $4,120-48.5% | $5,054-58.0% | $4,299-50.7% |
| Admin fee / account holder | $5,188 | $8,053-35.6% | $9,455-45.1% | $6,940-25.2% |