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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 | $84,423 | $95,453-11.6% | $112,040-24.6% | $82,448+2.4% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.5%-16.1pp | 68.1%-7.7pp |
| Annual return | 25.92% | 23.92%+2.0pp | 24.52%+1.4pp | 41.64%-15.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,653 | $4,224+10.2% | $5,098-8.7% | $4,139+12.4% |
| Admin fee / account holder | $897 | $9,013-90.0% | $12,098-92.6% | $7,234-87.6% |