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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 | $107,079-13.4% | $151,266-38.7% | $87,485+6.0% |
| Participation rate | 68.8% | 71.1%-2.3pp | 77.0%-8.2pp | 68.9%-0.2pp |
| Annual return | 20.73% | 22.17%-1.4pp | 180.60%-159.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,843 | $5,789+35.5% | $7,337+6.9% | $4,274+83.5% |
| Admin fee / account holder | $1,669 | $8,059-79.3% | $13,159-87.3% | $7,775-78.5% |