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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 | $91,825 | $99,053-7.3% | $88,179+4.1% | $138,895-33.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 17.32% | 78.17%-60.8pp | 64.97%-47.6pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,125 | $5,225-1.9% | $4,614+11.1% | $6,396-19.9% |
| Admin fee / account holder | $7,671 | $8,748-12.3% | $7,6730% | $12,562-38.9% |