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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 | $95,794 | $215,361-55.5% | $171,082-44.0% | $273,972-65.0% |
| Participation rate | 15.4% | 82.0%-66.6pp | 76.7%-61.3pp | 83.0%-67.6pp |
| Annual return | 9.97% | 25.14%-15.2pp | 32.56%-22.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $760 | $5,543-86.3% | $4,797-84.2% | $5,287-85.6% |
| Admin fee / account holder | $525 | $10,846-95.2% | $8,520-93.8% | $10,133-94.8% |