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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 | $89,432 | $135,905-34.2% | $126,068-29.1% | $198,609-55.0% |
| Participation rate | 42.9% | 85.6%-42.8pp | 84.7%-41.8pp | 82.4%-39.5pp |
| Annual return | 11.94% | 14.07%-2.1pp | 15.01%-3.1pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,686 | $8,523-45.0% | $8,214-43.0% | $6,977-32.8% |
| Admin fee / account holder | $569 | $21,036-97.3% | $18,264-96.9% | $19,030-97.0% |