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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 | $86,892 | $106,236-18.2% | $96,496-10.0% | $139,427-37.7% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 22.88% | 38.43%-15.6pp | 35.70%-12.8pp | 373.27%-350.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,571 | $5,455-52.9% | $4,879-47.3% | $6,711-61.7% |
| Admin fee / account holder | $7,067 | $7,879-10.3% | $6,731+5.0% | $11,404-38.0% |