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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 | $83,974 | $111,814-24.9% | $103,378-18.8% | $145,978-42.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.25% | 24.80%-11.6pp | 24.91%-11.7pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,567 | $5,618+52.5% | $5,058+69.4% | $6,690+28.1% |
| Admin fee / account holder | $702 | $9,764-92.8% | $8,401-91.6% | $13,400-94.8% |