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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 | $85,071 | $98,776-13.9% | $149,745-43.2% | $79,856+6.5% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 15.32% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,603 | $5,681+33.8% | $6,843+11.1% | $3,741+103.2% |
| Admin fee / account holder | $9,570 | $6,053+58.1% | $9,312+2.8% | $5,306+80.4% |