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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 | $87,885 | $63,346+38.7% | $92,240-4.7% | $70,126+25.3% |
| Participation rate | 31.0% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 12.94% | 530.19%-517.2pp | 176.29%-163.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,362 | $2,854-52.3% | $3,897-65.0% | $3,332-59.1% |
| Admin fee / account holder | $354 | $3,841-90.8% | $5,194-93.2% | $4,645-92.4% |