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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 | $76,200 | $76,551-0.5% | $123,894-38.5% | $62,881+21.2% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 10.59% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,115 | $4,840+5.7% | $5,984-14.5% | $3,203+59.7% |
| Admin fee / account holder | $7,744 | $4,826+60.5% | $8,357-7.3% | $4,296+80.3% |