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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 | $109,151 | $108,882+0.2% | $96,754+12.8% | $154,746-29.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 17.68% | 98.39%-80.7pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,298 | $5,323-19.3% | $4,758-9.7% | $6,730-36.1% |
| Admin fee / account holder | $463 | $10,200-95.5% | $8,905-94.8% | $14,365-96.8% |