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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 | $113,521 | $81,487+39.3% | $102,412+10.8% | $80,935+40.3% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 10.45% | 25.60%-15.1pp | 24.94%-14.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,643 | $3,871+97.4% | $5,060+51.0% | $4,299+77.8% |
| Admin fee / account holder | $1,125 | $6,717-83.3% | $8,388-86.6% | $6,924-83.8% |