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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 | $75,817 | $123,898-38.8% | $116,538-34.9% | $155,188-51.1% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 19.98% | 16.04%+3.9pp | 17.97%+2.0pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,983 | $6,400+87.2% | $6,207+93.0% | $6,531+83.5% |
| Admin fee / account holder | $575 | $9,174-93.7% | $8,737-93.4% | $14,480-96.0% |