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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 | $80,845 | $69,977+15.5% | $108,582-25.5% | $62,881+28.6% |
| Participation rate | 68.6% | 72.9%-4.3pp | 79.6%-11.0pp | 69.3%-0.7pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,012 | $3,165+26.8% | $4,311-6.9% | $3,203+25.3% |
| Admin fee / account holder | $7,118 | $5,076+40.2% | $7,645-6.9% | $4,296+65.7% |