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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 | $105,691 | $115,917-8.8% | $100,535+5.1% | $158,982-33.5% |
| Participation rate | 35.0% | 81.6%-46.6pp | 79.4%-44.4pp | 82.0%-47.0pp |
| Annual return | 15.81% | 34.80%-19.0pp | 30.90%-15.1pp | 302.99%-287.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,354 | $6,677-49.8% | $6,271-46.5% | $5,983-43.9% |
| Admin fee / account holder | $1,039 | $11,002-90.6% | $8,085-87.1% | $11,252-90.8% |