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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 | $92,762 | $99,971-7.2% | $161,596-42.6% | $94,015-1.3% |
| Participation rate | 68.8% | 78.7%-10.0pp | 80.7%-11.9pp | 70.8%-2.1pp |
| Annual return | 20.73% | 15.93%+4.8pp | 389.92%-369.2pp | 17.84%+2.9pp |
| Employer contribution / active EE | $0 | $3,559-100.0% | $3,977-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,843 | $6,320+24.1% | $6,750+16.2% | $4,249+84.6% |
| Admin fee / account holder | $1,669 | $6,999-76.2% | $13,161-87.3% | $8,951-81.4% |