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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 | $12,348 | $81,358-84.8% | $155,556-92.1% | $80,959-84.7% |
| Participation rate | 68.3% | 66.3%+2.1pp | 78.2%-9.9pp | 67.7%+0.7pp |
| Annual return | 50.58% | 33.39%+17.2pp | 64.84%-14.3pp | 35.67%+14.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,880 | $3,455+41.2% | $5,631-13.3% | $4,300+13.5% |
| Admin fee / account holder | $427 | $7,994-94.7% | $15,885-97.3% | $6,925-93.8% |