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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 | $100,843 | $86,298+16.9% | $111,308-9.4% | $85,847+17.5% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 14.85% | 19.99%-5.1pp | 54.67%-39.8pp | 318.61%-303.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,797 | $3,641-23.2% | $4,487-37.7% | $3,952-29.2% |
| Admin fee / account holder | $719 | $8,189-91.2% | $7,965-91.0% | $6,261-88.5% |