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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 | $92,844 | $93,345-0.5% | $119,126-22.1% | $87,485+6.1% |
| Participation rate | 63.0% | 68.7%-5.7pp | 75.8%-12.7pp | 68.9%-5.9pp |
| Annual return | 17.04% | 19.08%-2.0pp | 282.11%-265.1pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,242 | $4,099+76.7% | $5,318+36.2% | $4,274+69.5% |
| Admin fee / account holder | $4,400 | $8,039-45.3% | $10,693-58.9% | $7,775-43.4% |