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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 | $80,065 | $88,996-10.0% | $78,004+2.6% | $138,895-42.4% |
| Participation rate | 12.5% | 74.4%-61.9pp | 69.4%-56.9pp | 79.9%-67.4pp |
| Annual return | 12.02% | 28.03%-16.0pp | 31.07%-19.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,753 | $4,724+42.9% | $4,092+65.0% | $6,396+5.6% |
| Admin fee / account holder | $2,016 | $8,807-77.1% | $7,578-73.4% | $12,562-83.9% |