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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 | $89,989 | $76,551+17.6% | $123,894-27.4% | $62,881+43.1% |
| Participation rate | 67.1% | 73.0%-5.9pp | 81.4%-14.3pp | 69.3%-2.2pp |
| Annual return | 7.89% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,535 | $4,840+35.0% | $5,984+9.2% | $3,203+104.0% |
| Admin fee / account holder | $3,004 | $4,826-37.8% | $8,357-64.1% | $4,296-30.1% |