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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 | $83,059 | $106,749-22.2% | $145,433-42.9% | $82,448+0.7% |
| Participation rate | 61.9% | 75.6%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 35.28% | 27.59%+7.7pp | 66.58%-31.3pp | 41.64%-6.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,919 | $6,519+6.1% | $7,897-12.4% | $4,139+67.2% |
| Admin fee / account holder | $2,288 | $8,390-72.7% | $13,129-82.6% | $7,234-68.4% |