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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 | $88,132 | $52,353+68.3% | $120,225-26.7% | $82,448+6.9% |
| Participation rate | 48.7% | 58.3%-9.6pp | 69.6%-20.9pp | 68.1%-19.3pp |
| Annual return | 14.82% | 61.85%-47.0pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,725 | $2,627-34.3% | $3,999-56.9% | $4,139-58.3% |
| Admin fee / account holder | $1,257 | $4,363-71.2% | $5,696-77.9% | $7,234-82.6% |