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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 | $80,105 | $76,112+5.2% | $96,544-17.0% | $71,529+12.0% |
| Participation rate | 63.4% | 74.4%-11.0pp | 76.0%-12.6pp | 67.9%-4.6pp |
| Annual return | 21.15% | 22.80%-1.7pp | 25.88%-4.7pp | 28.97%-7.8pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $9,920 | $4,217+135.2% | $4,851+104.5% | $4,291+131.2% |
| Admin fee / account holder | $1,854 | $2,708-31.5% | $8,254-77.5% | $1,588+16.7% |