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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 | $80,512 | $87,059-7.5% | $105,608-23.8% | $80,925-0.5% |
| Participation rate | 22.2% | 70.4%-48.2pp | 75.3%-53.1pp | 67.7%-45.4pp |
| Annual return | 10.23% | 17.05%-6.8pp | 116.50%-106.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,700 | $3,986-57.3% | $5,010-66.1% | $4,299-60.4% |
| Admin fee / account holder | $1,808 | $8,443-78.6% | $11,028-83.6% | $6,940-73.9% |