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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 | $80,585 | $63,342+27.2% | $92,236-12.6% | $70,131+14.9% |
| Participation rate | 27.6% | 68.7%-41.1pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 16.92% | 530.15%-513.2pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,973 | $2,854+4.2% | $3,897-23.7% | $3,332-10.8% |
| Admin fee / account holder | $501 | $3,840-87.0% | $5,194-90.4% | $4,645-89.2% |