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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 | $108,474 | $85,060+27.5% | $70,565+53.7% | $139,487-22.2% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.4%-4.7pp | 80.3%-16.7pp |
| Annual return | 18.14% | 30.39%-12.3pp | 32.79%-14.7pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,865 | $5,891-51.4% | $4,568-37.3% | $6,713-57.3% |
| Admin fee / account holder | $2,088 | $8,932-76.6% | $6,430-67.5% | $11,407-81.7% |