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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 | $67,764 | $50,554+34.0% | $67,681+0.1% | $87,485-22.5% |
| Participation rate | 15.4% | 67.7%-52.3pp | 73.7%-58.3pp | 68.9%-53.5pp |
| Annual return | 18.44% | 17.81%+0.6pp | 590.58%-572.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,860 | $2,961-37.2% | $3,976-53.2% | $4,274-56.5% |
| Admin fee / account holder | $1,201 | $4,132-70.9% | $6,100-80.3% | $7,775-84.6% |