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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 | $69,771 | $78,690-11.3% | $161,489-56.8% | $87,485-20.2% |
| Participation rate | 48.8% | 67.5%-18.6pp | 78.7%-29.9pp | 68.9%-20.1pp |
| Annual return | 18.00% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,024 | $3,311+82.0% | $5,630+7.0% | $4,274+41.0% |
| Admin fee / account holder | $372 | $6,724-94.5% | $16,006-97.7% | $7,775-95.2% |