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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 | $75,697 | $101,618-25.5% | $93,063-18.7% | $137,256-44.8% |
| Participation rate | 14.3% | 74.9%-60.6pp | 72.1%-57.8pp | 80.0%-65.7pp |
| Annual return | 28.28% | 223.95%-195.7pp | 34.15%-5.9pp | 220.34%-192.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,733 | $4,279+10.6% | $3,958+19.6% | $6,407-26.1% |
| Admin fee / account holder | $703 | $6,198-88.7% | $6,033-88.3% | $12,270-94.3% |