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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 | $78,032 | $157,829-50.6% | $136,867-43.0% | $198,609-60.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 10.88% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,400 | $5,463+17.2% | $4,924+30.0% | $6,977-8.3% |
| Admin fee / account holder | $675 | $11,107-93.9% | $10,340-93.5% | $19,030-96.5% |