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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 | $88,486 | $86,298+2.5% | $111,308-20.5% | $85,847+3.1% |
| Participation rate | 41.8% | 73.3%-31.5pp | 77.3%-35.5pp | 69.3%-27.5pp |
| Annual return | 16.02% | 19.99%-4.0pp | 54.67%-38.6pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,943 | $3,641+8.3% | $4,487-12.1% | $3,952-0.2% |
| Admin fee / account holder | $845 | $8,189-89.7% | $7,965-89.4% | $6,261-86.5% |