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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 | $87,968 | $109,620-19.8% | $148,496-40.8% | $94,015-6.4% |
| Participation rate | 69.2% | 71.3%-2.0pp | 76.0%-6.8pp | 70.8%-1.6pp |
| Annual return | 13.70% | 17.54%-3.8pp | 12.33%+1.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,999 | $3,831-47.8% | $4,808-58.4% | $4,249-53.0% |
| Admin fee / account holder | $6,456 | $10,050-35.8% | $19,547-67.0% | $8,951-27.9% |