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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 | $77,643 | $53,128+46.1% | $86,581-10.3% | $70,124+10.7% |
| Participation rate | 42.5% | 65.3%-22.8pp | 73.5%-31.0pp | 69.5%-27.0pp |
| Annual return | 15.07% | 27.66%-12.6pp | 965.06%-950.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $784 | $2,695-70.9% | $3,609-78.3% | $3,332-76.5% |
| Admin fee / account holder | $1,497 | $3,584-58.2% | $4,904-69.5% | $4,645-67.8% |