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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 | $68,812 | $58,828+17.0% | $78,002-11.8% | $62,881+9.4% |
| Participation rate | 43.6% | 71.1%-27.4pp | 75.5%-31.9pp | 69.3%-25.7pp |
| Annual return | 6.37% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,003 | $2,686-25.4% | $3,497-42.7% | $3,203-37.5% |
| Admin fee / account holder | $804 | $4,393-81.7% | $5,481-85.3% | $4,296-81.3% |