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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 | $75,860 | $71,230+6.5% | $93,727-19.1% | $80,959-6.3% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.7%+1.6pp |
| Annual return | 14.91% | 11.26%+3.7pp | 133.83%-118.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,820 | $4,037+19.4% | $4,417+9.1% | $4,300+12.1% |
| Admin fee / account holder | $23,018 | $6,961+230.7% | $8,292+177.6% | $6,925+232.4% |