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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 | $72,061 | $94,436-23.7% | $115,599-37.7% | $82,637-12.8% |
| Participation rate | 26.5% | 70.4%-44.0pp | 74.3%-47.8pp | 68.1%-41.6pp |
| Annual return | 22.55% | 18.37%+4.2pp | 111.10%-88.5pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,119 | $3,955-46.4% | $4,889-56.7% | $4,126-48.6% |
| Admin fee / account holder | $1,621 | $10,328-84.3% | $12,841-87.4% | $7,339-77.9% |