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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 | $82,641 | $86,938-4.9% | $102,423-19.3% | $80,925+2.1% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.7%-2.8pp |
| Annual return | 17.11% | 18.89%-1.8pp | 29.42%-12.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,722 | $4,120+14.6% | $5,054-6.6% | $4,299+9.9% |
| Admin fee / account holder | $1,677 | $8,053-79.2% | $9,455-82.3% | $6,940-75.8% |