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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 | $93,727 | $127,387-26.4% | $115,038-18.5% | $125,389-25.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 1.99% | 31.28%-29.3pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,259 | $6,423-64.8% | $6,026-62.5% | $5,352-57.8% |
| Admin fee / account holder | $456 | $9,516-95.2% | $8,175-94.4% | $9,541-95.2% |