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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 | $91,895 | $70,418+30.5% | $96,570-4.8% | $85,847+7.0% |
| Participation rate | 48.3% | 61.8%-13.5pp | 69.8%-21.5pp | 69.3%-21.0pp |
| Annual return | 12.92% | 18.59%-5.7pp | 37.79%-24.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,829 | $2,894-36.8% | $3,849-52.5% | $3,952-53.7% |
| Admin fee / account holder | $1,736 | $4,995-65.3% | $6,182-71.9% | $6,261-72.3% |