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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 | $76,642+11.5% | $146,866-41.8% | $65,306+30.9% |
| Participation rate | 22.1% | 61.2%-39.2pp | 82.5%-60.4pp | 57.7%-35.6pp |
| Annual return | 15.83% | 33.40%-17.6pp | 102.85%-87.0pp | 21.94%-6.1pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,673 | $4,864-65.6% | $7,759-78.4% | $2,959-43.5% |
| Admin fee / account holder | $2,387 | $3,960-39.7% | $13,620-82.5% | $3,480-31.4% |