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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 | $117,043 | $108,882+7.5% | $96,754+21.0% | $154,746-24.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 17.45% | 98.39%-80.9pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,000 | $5,323-62.4% | $4,758-58.0% | $6,730-70.3% |
| Admin fee / account holder | $646 | $10,200-93.7% | $8,905-92.7% | $14,365-95.5% |