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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 | $92,762 | $98,652-6.0% | $142,942-35.1% | $82,448+12.5% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.8%-8.1pp | 68.1%+0.7pp |
| Annual return | 20.73% | 22.65%-1.9pp | 113.70%-93.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,843 | $5,580+40.5% | $7,128+10.0% | $4,139+89.5% |
| Admin fee / account holder | $1,669 | $8,078-79.3% | $12,475-86.6% | $7,234-76.9% |