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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 | $96,731-3.2% | $123,973-24.4% | $86,983+7.7% |
| Participation rate | 65.5% | 70.0%-4.5pp | 76.7%-11.2pp | 69.5%-4.1pp |
| Annual return | 15.40% | 17.33%-1.9pp | 388.13%-372.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,968 | $4,152+43.7% | $5,247+13.7% | $4,194+42.3% |
| Admin fee / account holder | $17,057 | $8,722+95.6% | $11,799+44.6% | $7,856+117.1% |