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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 | $112,921 | $254,759-55.7% | $216,567-47.9% | $198,609-43.1% |
| Participation rate | 52.9% | 84.5%-31.6pp | 81.6%-28.7pp | 82.4%-29.4pp |
| Annual return | 11.29% | 10.04%+1.3pp | 12.94%-1.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,174 | $6,948-54.3% | $6,191-48.7% | $6,977-54.5% |
| Admin fee / account holder | $4,098 | $26,311-84.4% | $21,981-81.4% | $19,030-78.5% |