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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 | $87,190 | $53,596+62.7% | $90,657-3.8% | $64,173+35.9% |
| Participation rate | 68.8% | 64.5%+4.2pp | 74.0%-5.3pp | 69.6%-0.8pp |
| Annual return | -4.10% | 4.41%-8.5pp | 1.89%-6.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,490 | $2,459+42.0% | $3,424+1.9% | $3,470+0.6% |
| Admin fee / account holder | $1,693 | $3,868-56.2% | $4,994-66.1% | $4,887-65.4% |