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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 | $98,986 | $70,428+40.5% | $96,565+2.5% | $85,854+15.3% |
| Participation rate | 19.0% | 61.8%-42.8pp | 69.8%-50.8pp | 69.3%-50.4pp |
| Annual return | 15.55% | 18.59%-3.0pp | 37.78%-22.2pp | 318.56%-303.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,812 | $2,894-37.4% | $3,848-52.9% | $3,952-54.1% |
| Admin fee / account holder | $1,151 | $4,997-77.0% | $6,181-81.4% | $6,260-81.6% |