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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 | $67,704 | $76,551-11.6% | $123,894-45.4% | $62,881+7.7% |
| Participation rate | 68.6% | 73.0%-4.4pp | 81.4%-12.8pp | 69.3%-0.7pp |
| Annual return | 7.24% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,485 | $4,840-7.3% | $5,984-25.1% | $3,203+40.0% |
| Admin fee / account holder | $8,159 | $4,826+69.1% | $8,357-2.4% | $4,296+89.9% |