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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 | $68,499 | $36,595+87.2% | $88,179-22.3% | $71,012-3.5% |
| Participation rate | 15.1% | 29.2%-14.1pp | 69.1%-54.1pp | 58.6%-43.5pp |
| Annual return | 25.96% | 61.46%-35.5pp | 64.97%-39.0pp | 37.67%-11.7pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,757 | $1,195+47.1% | $4,614-61.9% | $3,246-45.9% |
| Admin fee / account holder | $9,867 | $2,755+258.2% | $7,673+28.6% | $1,167+745.4% |