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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 | $96,562 | $126,661-23.8% | $113,397-14.8% | $138,895-30.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 12.56% | 25.05%-12.5pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,382 | $5,693+47.2% | $5,076+65.1% | $6,396+31.0% |
| Admin fee / account holder | $17,071 | $14,549+17.3% | $11,957+42.8% | $12,562+35.9% |