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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 | $126,527 | $78,690+60.8% | $161,489-21.6% | $87,485+44.6% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 19.47% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,592 | $3,311+68.9% | $5,630-0.7% | $4,274+30.9% |
| Admin fee / account holder | $383 | $6,724-94.3% | $16,006-97.6% | $7,775-95.1% |