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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 | $94,753 | $162,821-41.8% | $133,978-29.3% | $158,982-40.4% |
| Participation rate | 43.5% | 83.2%-39.8pp | 79.8%-36.4pp | 82.0%-38.5pp |
| Annual return | 9.99% | 41.95%-32.0pp | 45.10%-35.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,603 | $5,910-39.0% | $5,047-28.6% | $5,983-39.8% |
| Admin fee / account holder | $718 | $11,742-93.9% | $8,930-92.0% | $11,252-93.6% |