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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 | $87,941 | $115,917-24.1% | $100,535-12.5% | $158,982-44.7% |
| Participation rate | 63.6% | 81.6%-18.0pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 14.20% | 34.80%-20.6pp | 30.90%-16.7pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,730 | $6,677+30.8% | $6,271+39.2% | $5,983+45.9% |
| Admin fee / account holder | $8,499 | $11,002-22.7% | $8,085+5.1% | $11,252-24.5% |