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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 | $91,380 | $39,019+134.2% | $80,727+13.2% | $85,854+6.4% |
| Participation rate | 35.7% | 41.5%-5.8pp | 54.2%-18.4pp | 69.3%-33.6pp |
| Annual return | 12.42% | 26.27%-13.9pp | 87.28%-74.9pp | 318.56%-306.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,196 | $1,326+141.1% | $2,146+48.9% | $3,952-19.1% |
| Admin fee / account holder | $1,937 | $2,431-20.3% | $3,380-42.7% | $6,260-69.1% |