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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 | $100,454 | $102,938-2.4% | $94,105+6.7% | $138,895-27.7% |
| Participation rate | 54.2% | 74.6%-20.5pp | 71.9%-17.8pp | 79.9%-25.8pp |
| Annual return | 14.22% | 250.28%-236.1pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,903 | $4,196-54.7% | $3,881-51.0% | $6,396-70.3% |
| Admin fee / account holder | $10,213 | $6,600+54.7% | $6,199+64.7% | $12,562-18.7% |