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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 | $95,094 | $133,981-29.0% | $112,249-15.3% | $134,532-29.3% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.8pp |
| Annual return | 7.04% | 47.16%-40.1pp | 27.48%-20.4pp | 418.27%-411.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,532 | $5,292-71.0% | $4,729-67.6% | $6,401-76.1% |
| Admin fee / account holder | $806 | $7,492-89.2% | $6,412-87.4% | $11,429-92.9% |