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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 | $87,087 | $124,980-30.3% | $108,359-19.6% | $154,746-43.7% |
| Participation rate | 54.5% | 75.2%-20.6pp | 70.1%-15.6pp | 80.7%-26.2pp |
| Annual return | 11.72% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,917 | $4,743+88.0% | $4,137+115.6% | $6,730+32.5% |
| Admin fee / account holder | $4,906 | $11,502-57.3% | $9,741-49.6% | $14,365-65.9% |