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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 | $97,648-9.9% | $121,663-27.7% | $87,485+0.6% |
| Participation rate | 69.2% | 70.5%-1.2pp | 74.5%-5.3pp | 68.9%+0.3pp |
| Annual return | 13.70% | 18.03%-4.3pp | 147.54%-133.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,999 | $3,923-49.1% | $4,887-59.1% | $4,274-53.2% |
| Admin fee / account holder | $6,456 | $11,100-41.8% | $14,289-54.8% | $7,775-17.0% |