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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 | $115,225-24.4% | $100,712-13.5% | $138,895-37.3% |
| Participation rate | 54.5% | 74.3%-19.8pp | 69.3%-14.7pp | 79.9%-25.4pp |
| Annual return | 11.72% | 40.35%-28.6pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,917 | $4,699+89.8% | $4,085+118.3% | $6,396+39.4% |
| Admin fee / account holder | $4,906 | $10,844-54.8% | $9,256-47.0% | $12,562-61.0% |