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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 | $82,428 | $82,678-0.3% | $125,391-34.3% | $68,490+20.3% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | 3.60% | -5.97%+9.6pp | 572.41%-568.8pp | -7.85%+11.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,119 | $6,111+49.2% | $7,448+22.4% | $4,028+126.4% |
| Admin fee / account holder | $1,287 | $6,277-79.5% | $10,009-87.1% | $5,403-76.2% |