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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 | $80,124 | $65,034+23.2% | $90,970-11.9% | $79,856+0.3% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-18.0pp |
| Annual return | 12.26% | 30.45%-18.2pp | 134.60%-122.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,017 | $2,512-19.7% | $3,373-40.2% | $3,741-46.1% |
| Admin fee / account holder | $10,888 | $4,536+140.0% | $5,961+82.7% | $5,306+105.2% |