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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 | $107,443 | $62,592+71.7% | $85,709+25.4% | $85,847+25.2% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.9%-8.6pp | 69.3%-8.0pp |
| Annual return | 13.57% | 23.77%-10.2pp | 21.49%-7.9pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,745 | $2,802-2.1% | $3,924-30.0% | $3,952-30.6% |
| Admin fee / account holder | $743 | $4,643-84.0% | $6,876-89.2% | $6,261-88.1% |