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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 | $86,739 | $97,125-10.7% | $86,233+0.6% | $137,256-36.8% |
| Participation rate | 63.2% | 74.2%-11.0pp | 69.0%-5.9pp | 80.0%-16.8pp |
| Annual return | 12.94% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,870 | $5,180-63.9% | $4,559-59.0% | $6,407-70.8% |
| Admin fee / account holder | $2,680 | $9,725-72.4% | $8,342-67.9% | $12,270-78.2% |