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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 | $93,345+0.4% | $119,126-21.4% | $87,485+7.1% |
| Participation rate | 65.5% | 68.7%-3.3pp | 75.8%-10.3pp | 68.9%-3.5pp |
| Annual return | 15.40% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,968 | $4,099+45.6% | $5,318+12.2% | $4,274+39.6% |
| Admin fee / account holder | $17,057 | $8,039+112.2% | $10,693+59.5% | $7,775+119.4% |