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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 | $102,752 | $93,598+9.8% | $135,974-24.4% | $75,173+36.7% |
| Participation rate | 57.5% | 75.2%-17.7pp | 81.9%-24.4pp | 67.2%-9.7pp |
| Annual return | 26.72% | 30.89%-4.2pp | 68.30%-41.6pp | 160.72%-134.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,914 | $6,405+54.8% | $7,760+27.8% | $4,126+140.3% |
| Admin fee / account holder | $7,427 | $6,978+6.4% | $10,767-31.0% | $5,651+31.4% |