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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 | $85,462 | $82,133+4.1% | $147,318-42.0% | $64,097+33.3% |
| Participation rate | 22.1% | 62.3%-40.2pp | 82.1%-60.0pp | 55.2%-33.1pp |
| Annual return | 15.83% | 78.78%-63.0pp | 70.43%-54.6pp | 34.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,673 | $5,407-69.1% | $7,906-78.8% | $3,080-45.7% |
| Admin fee / account holder | $2,387 | $3,730-36.0% | $13,708-82.6% | $3,454-30.9% |