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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 | $77,231 | $53,128+45.4% | $86,582-10.8% | $70,126+10.1% |
| Participation rate | 51.2% | 65.3%-14.1pp | 73.5%-22.4pp | 69.5%-18.4pp |
| Annual return | 19.53% | 27.66%-8.1pp | 965.08%-945.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,387 | $2,695-48.5% | $3,609-61.6% | $3,332-58.4% |
| Admin fee / account holder | $577 | $3,584-83.9% | $4,904-88.2% | $4,645-87.6% |