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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 | $80,953 | $63,703+27.1% | $93,063-13.0% | $82,448-1.8% |
| Participation rate | 55.9% | 63.8%-7.9pp | 72.1%-16.2pp | 68.1%-12.2pp |
| Annual return | 13.90% | -775.43%+789.3pp | 34.15%-20.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,728 | $2,919-6.5% | $3,958-31.1% | $4,139-34.1% |
| Admin fee / account holder | $14,377 | $5,982+140.3% | $6,033+138.3% | $7,234+98.7% |