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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 | $73,053 | $51,638+41.5% | $68,368+6.9% | $82,448-11.4% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 13.67% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $787 | $2,914-73.0% | $4,123-80.9% | $4,139-81.0% |
| Admin fee / account holder | $524 | $4,643-88.7% | $5,150-89.8% | $7,234-92.8% |