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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 | $89,066 | $86,298+3.2% | $111,308-20.0% | $85,847+3.7% |
| Participation rate | 65.8% | 73.3%-7.5pp | 77.3%-11.5pp | 69.3%-3.5pp |
| Annual return | 13.90% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,935 | $3,641-19.4% | $4,487-34.6% | $3,952-25.7% |
| Admin fee / account holder | $11,156 | $8,189+36.2% | $7,965+40.1% | $6,261+78.2% |