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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 | $100,015 | $70,418+42.0% | $96,570+3.6% | $85,847+16.5% |
| Participation rate | 22.2% | 61.8%-39.6pp | 69.8%-47.6pp | 69.3%-47.1pp |
| Annual return | 18.89% | 18.59%+0.3pp | 37.79%-18.9pp | 318.61%-299.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,349 | $2,894-53.4% | $3,849-65.0% | $3,952-65.9% |
| Admin fee / account holder | $2,392 | $4,995-52.1% | $6,182-61.3% | $6,261-61.8% |