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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 | $116,614 | $124,980-6.7% | $108,359+7.6% | $154,746-24.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 16.15% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,333 | $4,743+286.5% | $4,137+343.2% | $6,730+172.4% |
| Admin fee / account holder | $1,575 | $11,502-86.3% | $9,741-83.8% | $14,365-89.0% |