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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 | $107,582 | $106,247+1.3% | $96,515+11.5% | $139,466-22.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 13.98% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,520 | $5,456-17.1% | $4,880-7.4% | $6,712-32.7% |
| Admin fee / account holder | $1,462 | $7,885-81.5% | $6,735-78.3% | $11,409-87.2% |