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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 | $130,429 | $124,980+4.4% | $108,359+20.4% | $154,746-15.7% |
| Participation rate | 58.8% | 75.2%-16.3pp | 70.1%-11.3pp | 80.7%-21.9pp |
| Annual return | 13.36% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,003 | $4,743-36.7% | $4,137-27.4% | $6,730-55.4% |
| Admin fee / account holder | $4,836 | $11,502-58.0% | $9,741-50.4% | $14,365-66.3% |