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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 | $86,034 | $77,908+10.4% | $149,696-42.5% | $75,173+14.4% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 23.57% | 31.73%-8.2pp | 134.46%-110.9pp | 160.72%-137.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $909 | $3,411-73.4% | $5,682-84.0% | $4,126-78.0% |
| Admin fee / account holder | $525 | $5,950-91.2% | $13,212-96.0% | $5,651-90.7% |