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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 | $73,969 | $201,372-63.3% | $184,260-59.9% | $145,884-49.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.10% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,752 | $9,808+30.0% | $9,133+39.6% | $6,690+90.6% |
| Admin fee / account holder | $8,406 | $16,362-48.6% | $13,898-39.5% | $13,392-37.2% |