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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 | $118,733 | $156,616-24.2% | $133,346-11.0% | $198,609-40.2% |
| Participation rate | 63.6% | 77.7%-14.1pp | 72.8%-9.2pp | 82.4%-18.7pp |
| Annual return | 12.67% | 44.25%-31.6pp | 36.85%-24.2pp | 202.70%-190.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,179 | $4,920-55.7% | $4,332-49.7% | $6,977-68.8% |
| Admin fee / account holder | $567 | $17,468-96.8% | $14,264-96.0% | $19,030-97.0% |