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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 | $81,352 | $70,430+15.5% | $96,572-15.8% | $85,851-5.2% |
| Participation rate | 28.3% | 61.8%-33.5pp | 69.8%-41.5pp | 69.3%-41.0pp |
| Annual return | 12.72% | 18.58%-5.9pp | 37.79%-25.1pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,445 | $2,894-50.1% | $3,850-62.5% | $3,952-63.4% |
| Admin fee / account holder | $1,131 | $4,996-77.4% | $6,183-81.7% | $6,261-81.9% |