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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 | $51,271 | $135,905-62.3% | $126,068-59.3% | $198,609-74.2% |
| Participation rate | 57.1% | 85.6%-28.5pp | 84.7%-27.6pp | 82.4%-25.2pp |
| Annual return | 11.88% | 14.07%-2.2pp | 15.01%-3.1pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,499 | $8,523+34.9% | $8,214+40.0% | $6,977+64.8% |
| Admin fee / account holder | $14,833 | $21,036-29.5% | $18,264-18.8% | $19,030-22.1% |