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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 | $92,388 | $107,809-14.3% | $97,032-4.8% | $155,188-40.5% |
| Participation rate | 16.7% | 75.5%-58.8pp | 71.6%-54.9pp | 80.8%-64.1pp |
| Annual return | 14.08% | 38.06%-24.0pp | 35.38%-21.3pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,913 | $5,129-62.7% | $4,672-59.0% | $6,531-70.7% |
| Admin fee / account holder | $966 | $10,717-91.0% | $9,418-89.7% | $14,480-93.3% |