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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 | $96,155 | $97,125-1.0% | $86,233+11.5% | $137,256-29.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 11.19% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,710 | $5,180+10.2% | $4,559+25.2% | $6,407-10.9% |
| Admin fee / account holder | $1,237 | $9,725-87.3% | $8,342-85.2% | $12,270-89.9% |