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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 | $84,157 | $101,950-17.5% | $125,529-33.0% | $86,983-3.2% |
| Participation rate | 43.3% | 70.2%-26.8pp | 74.7%-31.4pp | 69.5%-26.2pp |
| Annual return | 17.43% | 18.29%-0.9pp | 202.56%-185.1pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,902 | $3,862-50.8% | $4,813-60.5% | $4,194-54.7% |
| Admin fee / account holder | $742 | $12,791-94.2% | $16,298-95.4% | $7,856-90.6% |