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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 | $107,666-16.9% | $102,184-12.5% | $154,746-42.2% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 11.94% | 29.33%-17.4pp | 31.58%-19.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,686 | $8,719-46.3% | $8,309-43.6% | $6,730-30.4% |
| Admin fee / account holder | $569 | $12,943-95.6% | $11,609-95.1% | $14,365-96.0% |