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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 | $78,322 | $63,861+22.6% | $104,639-25.2% | $79,856-1.9% |
| Participation rate | 26.5% | 64.9%-38.4pp | 74.1%-47.5pp | 69.6%-43.1pp |
| Annual return | 15.66% | 21.30%-5.6pp | 340.67%-325.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,068 | $2,693-23.2% | $3,738-44.7% | $3,741-44.7% |
| Admin fee / account holder | $4,084 | $4,185-2.4% | $6,465-36.8% | $5,306-23.0% |