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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 | $69,035 | $76,112-9.3% | $96,534-28.5% | $71,511-3.5% |
| Participation rate | 69.1% | 74.4%-5.3pp | 76.0%-6.9pp | 67.9%+1.1pp |
| Annual return | 20.59% | 22.81%-2.2pp | 25.88%-5.3pp | 28.86%-8.3pp |
| Employer contribution / active EE | $39 | $2,248-98.3% | $2,965-98.7% | $2,589-98.5% |
| Participant deferral / active EE | $8,702 | $4,217+106.4% | $4,851+79.4% | $4,291+102.8% |
| Admin fee / account holder | $7,364 | $2,708+171.9% | $8,253-10.8% | $1,588+363.6% |