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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 | $79,783 | $28,624+178.7% | $53,647+48.7% | $82,637-3.5% |
| Participation rate | 41.0% | 47.3%-6.2pp | 56.3%-15.3pp | 68.1%-27.0pp |
| Annual return | 16.72% | 664.98%-648.3pp | 358.33%-341.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,638 | $1,196+120.5% | $1,813+45.5% | $4,126-36.1% |
| Admin fee / account holder | $1,684 | $2,022-16.7% | $2,460-31.6% | $7,339-77.1% |