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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 | $86,534 | $95,406-9.3% | $185,849-53.4% | $85,847+0.8% |
| Participation rate | 62.2% | 68.8%-6.6pp | 81.7%-19.5pp | 69.3%-7.2pp |
| Annual return | 13.23% | 23.59%-10.4pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,605 | $3,424-23.9% | $5,569-53.2% | $3,952-34.1% |
| Admin fee / account holder | $487 | $7,214-93.3% | $16,244-97.0% | $6,261-92.2% |