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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 | $124,545 | $117,895+5.6% | $102,460+21.6% | $145,897-14.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 24.23% | 31.92%-7.7pp | 29.47%-5.2pp | 552.29%-528.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,879 | $5,736-49.8% | $5,056-43.1% | $6,689-57.0% |
| Admin fee / account holder | $769 | $13,353-94.2% | $9,460-91.9% | $13,390-94.3% |