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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 | $94,166 | $105,284-10.6% | $150,734-37.5% | $94,015+0.2% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 17.89% | 15.67%+2.2pp | 600.81%-582.9pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,982 | $4,274+16.6% | $5,610-11.2% | $4,249+17.2% |
| Admin fee / account holder | $13,286 | $9,839+35.0% | $14,905-10.9% | $8,951+48.4% |