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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 | $82,814 | $97,125-14.7% | $86,233-4.0% | $137,256-39.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.54% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,951 | $5,180-4.4% | $4,559+8.6% | $6,407-22.7% |
| Admin fee / account holder | $684 | $9,725-93.0% | $8,342-91.8% | $12,270-94.4% |