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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 | $90,777 | $88,672+2.4% | $105,223-13.7% | $82,448+10.1% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 17.82% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,598 | $4,036+38.7% | $5,072+10.4% | $4,139+35.2% |
| Admin fee / account holder | $8,262 | $7,146+15.6% | $8,859-6.7% | $7,234+14.2% |