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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 | $83,825 | $77,472+8.2% | $100,392-16.5% | $80,935+3.6% |
| Participation rate | 67.7% | 76.9%-9.2pp | 81.5%-13.8pp | 67.7%+0.1pp |
| Annual return | 16.51% | 37.26%-20.8pp | 49.45%-32.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,449 | $6,818+141.3% | $8,090+103.3% | $4,299+282.6% |
| Admin fee / account holder | $14,674 | $5,885+149.3% | $7,904+85.7% | $6,924+111.9% |