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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 | $76,120 | $126,661-39.9% | $113,397-32.9% | $138,895-45.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 10.73% | 25.05%-14.3pp | 23.20%-12.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,053 | $5,693-63.9% | $5,076-59.6% | $6,396-67.9% |
| Admin fee / account holder | $22,406 | $14,549+54.0% | $11,957+87.4% | $12,562+78.4% |