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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 | $77,321 | $128,603-39.9% | $197,124-60.8% | $67,986+13.7% |
| Participation rate | 59.1% | 81.7%-22.5pp | 86.7%-27.6pp | 57.2%+1.9pp |
| Annual return | 23.86% | 23.77%+0.1pp | 44.34%-20.5pp | 31.67%-7.8pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $12,149 | $6,840+77.6% | $9,135+33.0% | $3,358+261.8% |
| Admin fee / account holder | $8,133 | $3,035+168.0% | $16,298-50.1% | $3,203+153.9% |