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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 | $104,591 | $106,267-1.6% | $96,520+8.4% | $139,456-25.0% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 19.70% | 38.45%-18.8pp | 35.72%-16.0pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,616 | $5,454-70.4% | $4,879-66.9% | $6,711-75.9% |
| Admin fee / account holder | $1,889 | $7,882-76.0% | $6,733-71.9% | $11,407-83.4% |