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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 | $113,382 | $110,410+2.7% | $102,437+10.7% | $145,897-22.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.26% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,339 | $5,622-58.4% | $5,060-53.8% | $6,689-65.0% |
| Admin fee / account holder | $1,272 | $9,745-86.9% | $8,388-84.8% | $13,390-90.5% |