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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 | $68,555 | $42,546+61.1% | $71,796-4.5% | $55,167+24.3% |
| Participation rate | 41.7% | 59.1%-17.4pp | 69.1%-27.4pp | 69.0%-27.2pp |
| Annual return | 7.52% | 12.36%-4.8pp | 78.04%-70.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,021 | $2,064-2.1% | $2,794-27.7% | $3,054-33.8% |
| Admin fee / account holder | $8,611 | $650+1225.6% | $4,815+78.8% | $504+1608.9% |