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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 | $82,823 | $108,825-23.9% | $156,181-47.0% | $82,448+0.5% |
| Participation rate | 69.7% | 72.4%-2.6pp | 78.8%-9.1pp | 68.1%+1.7pp |
| Annual return | 14.53% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,150 | $4,577-9.3% | $6,132-32.3% | $4,139+0.3% |
| Admin fee / account holder | $14,684 | $9,341+57.2% | $14,586+0.7% | $7,234+103.0% |