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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 | $88,296 | $81,487+8.4% | $102,412-13.8% | $80,935+9.1% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 10.48% | 25.60%-15.1pp | 24.94%-14.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,417 | $3,871+143.3% | $5,060+86.1% | $4,299+119.0% |
| Admin fee / account holder | $7,974 | $6,717+18.7% | $8,388-4.9% | $6,924+15.2% |