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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 | $89,608 | $101,795-12.0% | $165,100-45.7% | $80,959+10.7% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.7%-9.0pp |
| Annual return | 24.80% | 16.73%+8.1pp | 70.21%-45.4pp | 35.67%-10.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,439 | $4,476+43.9% | $6,035+6.7% | $4,300+49.7% |
| Admin fee / account holder | $12,723 | $8,221+54.8% | $12,696+0.2% | $6,925+83.7% |