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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 | $87,360 | $71,215+22.7% | $93,696-6.8% | $80,935+7.9% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.3pp | 67.7%-10.2pp |
| Annual return | 12.20% | 11.27%+0.9pp | 133.74%-121.5pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,008 | $4,037-0.7% | $4,417-9.3% | $4,299-6.8% |
| Admin fee / account holder | $7,899 | $6,958+13.5% | $8,287-4.7% | $6,924+14.1% |