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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 | $76,444 | $83,908-8.9% | $68,509+11.6% | $125,389-39.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | 0.82% | 14.48%-13.7pp | 8.27%-7.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,838 | $4,125-55.4% | $3,382-45.7% | $5,352-65.7% |
| Admin fee / account holder | $308 | $8,982-96.6% | $5,275-94.2% | $9,541-96.8% |