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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 | $124,213-39.0% | $118,106-35.8% | $154,746-51.0% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 19.98% | 18.29%+1.7pp | 19.44%+0.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,983 | $6,859+74.7% | $6,619+81.0% | $6,730+78.0% |
| Admin fee / account holder | $575 | $9,627-94.0% | $8,973-93.6% | $14,365-96.0% |