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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 | $78,607 | $61,125+28.6% | $94,057-16.4% | $87,485-10.1% |
| Participation rate | 47.6% | 64.1%-16.4pp | 73.3%-25.7pp | 68.9%-21.3pp |
| Annual return | 16.29% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,029 | $3,260-37.8% | $4,709-56.9% | $4,274-52.5% |
| Admin fee / account holder | $866 | $5,629-84.6% | $7,244-88.1% | $7,775-88.9% |