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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 | $114,712-27.8% | $173,730-52.3% | $87,485-5.3% |
| Participation rate | 69.7% | 73.0%-3.3pp | 79.6%-9.8pp | 68.9%+0.8pp |
| Annual return | 14.53% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,150 | $4,642-10.6% | $6,326-34.4% | $4,274-2.9% |
| Admin fee / account holder | $14,684 | $10,210+43.8% | $17,523-16.2% | $7,775+88.9% |