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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 | $110,094 | $254,759-56.8% | $216,567-49.2% | $198,609-44.6% |
| Participation rate | 58.3% | 84.5%-26.2pp | 81.6%-23.3pp | 82.4%-24.0pp |
| Annual return | 13.50% | 10.04%+3.5pp | 12.94%+0.6pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,411 | $6,948-50.9% | $6,191-44.9% | $6,977-51.1% |
| Admin fee / account holder | $684 | $26,311-97.4% | $21,981-96.9% | $19,030-96.4% |