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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 | $124,980-5.0% | $108,359+9.6% | $154,746-23.3% |
| Participation rate | 63.6% | 75.2%-11.5pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 12.67% | 45.00%-32.3pp | 36.89%-24.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,179 | $4,743-54.1% | $4,137-47.3% | $6,730-67.6% |
| Admin fee / account holder | $567 | $11,502-95.1% | $9,741-94.2% | $14,365-96.1% |