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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 | $96,368 | $135,956-29.1% | $123,894-22.2% | $273,972-64.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.00% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,849 | $6,343+23.8% | $5,984+31.2% | $5,287+48.5% |
| Admin fee / account holder | $2,448 | $9,817-75.1% | $8,357-70.7% | $10,133-75.8% |