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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 | $90,423 | $85,766+5.4% | $136,298-33.7% | $70,126+28.9% |
| Participation rate | 69.6% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 17.40% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,298 | $5,051+24.7% | $6,247+0.8% | $3,332+89.0% |
| Admin fee / account holder | $6,443 | $5,421+18.9% | $9,244-30.3% | $4,645+38.7% |