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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 | $129,288 | $124,213+4.1% | $118,106+9.5% | $154,746-16.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 17.93% | 18.29%-0.4pp | 19.44%-1.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,745 | $6,859+12.9% | $6,619+17.0% | $6,730+15.1% |
| Admin fee / account holder | $840 | $9,627-91.3% | $8,973-90.6% | $14,365-94.2% |