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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 | $93,679 | $105,284-11.0% | $150,734-37.9% | $94,015-0.4% |
| Participation rate | 65.5% | 71.7%-6.3pp | 78.4%-13.0pp | 70.8%-5.3pp |
| Annual return | 15.40% | 15.67%-0.3pp | 600.81%-585.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,968 | $4,274+39.6% | $5,610+6.4% | $4,249+40.4% |
| Admin fee / account holder | $17,057 | $9,839+73.4% | $14,905+14.4% | $8,951+90.6% |