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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 | $70,089 | $79,955-12.3% | $98,461-28.8% | $75,173-6.8% |
| Participation rate | 65.5% | 70.4%-4.8pp | 75.2%-9.7pp | 67.2%-1.7pp |
| Annual return | 15.15% | 19.75%-4.6pp | 21.17%-6.0pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,663 | $3,752+50.9% | $4,738+19.5% | $4,126+37.3% |
| Admin fee / account holder | $7,909 | $6,841+15.6% | $8,961-11.7% | $5,651+40.0% |