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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 | $87,255 | $78,707+10.9% | $117,861-26.0% | $70,126+24.4% |
| Participation rate | 48.6% | 73.2%-24.5pp | 79.7%-31.0pp | 69.5%-20.9pp |
| Annual return | 19.49% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,018 | $3,297-38.8% | $4,482-55.0% | $3,332-39.4% |
| Admin fee / account holder | $3,800 | $5,066-25.0% | $8,021-52.6% | $4,645-18.2% |