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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 | $92,872 | $77,358+20.1% | $102,184-9.1% | $87,485+6.2% |
| Participation rate | 69.6% | 78.7%-9.1pp | 82.6%-13.0pp | 68.9%+0.6pp |
| Annual return | 57.74% | 41.11%+16.6pp | 31.58%+26.2pp | 26.06%+31.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,058 | $6,753+4.5% | $8,309-15.1% | $4,274+65.2% |
| Admin fee / account holder | $4,574 | $6,809-32.8% | $11,609-60.6% | $7,775-41.2% |