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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 | $78,192 | $117,904-33.7% | $102,457-23.7% | $145,978-46.4% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 24.70% | 31.80%-7.1pp | 29.41%-4.7pp | 550.52%-525.8pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,991 | $5,733+39.4% | $5,054+58.1% | $6,690+19.5% |
| Admin fee / account holder | $2,306 | $13,329-82.7% | $9,451-75.6% | $13,400-82.8% |