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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 | $77,696 | $50,554+53.7% | $67,681+14.8% | $87,485-11.2% |
| Participation rate | 37.0% | 67.7%-30.7pp | 73.7%-36.7pp | 68.9%-31.9pp |
| Annual return | 12.21% | 17.81%-5.6pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,294 | $2,961-56.3% | $3,976-67.4% | $4,274-69.7% |
| Admin fee / account holder | $9,136 | $4,132+121.1% | $6,100+49.8% | $7,775+17.5% |