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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 | $94,814 | $51,638+83.6% | $68,368+38.7% | $82,448+15.0% |
| Participation rate | 15.6% | 63.6%-48.1pp | 73.8%-58.2pp | 68.1%-52.5pp |
| Annual return | 15.74% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,186 | $2,914-59.3% | $4,123-71.2% | $4,139-71.3% |
| Admin fee / account holder | $1,881 | $4,643-59.5% | $5,150-63.5% | $7,234-74.0% |