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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 | $76,730 | $38,969+96.9% | $109,313-29.8% | $55,167+39.1% |
| Participation rate | 18.9% | 58.2%-39.3pp | 71.3%-52.3pp | 69.0%-50.1pp |
| Annual return | 6.84% | 8.26%-1.4pp | 22.07%-15.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,179 | $2,176-45.8% | $3,166-62.8% | $3,054-61.4% |
| Admin fee / account holder | $483 | $501-3.6% | $5,666-91.5% | $504-4.1% |