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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 | $75,414 | $63,346+19.1% | $92,239-18.2% | $70,124+7.5% |
| Participation rate | 30.8% | 68.7%-37.9pp | 76.5%-45.7pp | 69.5%-38.8pp |
| Annual return | 21.95% | 530.19%-508.2pp | 176.29%-154.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,430 | $2,854-49.9% | $3,897-63.3% | $3,332-57.1% |
| Admin fee / account holder | $473 | $3,841-87.7% | $5,194-90.9% | $4,645-89.8% |