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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 | $100,693 | $104,251-3.4% | $91,004+10.6% | $147,586-31.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 27.10% | 27.06%0pp | 4.60%+22.5pp | 578.59%-551.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,592 | $4,195+9.5% | $3,548+29.4% | $5,439-15.6% |
| Admin fee / account holder | $3,120 | $8,948-65.1% | $5,417-42.4% | $10,886-71.3% |