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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 | $84,218 | $86,949-3.1% | $102,460-17.8% | $80,959+4.0% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 13.17% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,200 | $4,121-22.3% | $5,056-36.7% | $4,300-25.6% |
| Admin fee / account holder | $2,726 | $8,048-66.1% | $9,460-71.2% | $6,925-60.6% |