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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 | $65,903 | $57,352+14.9% | $83,831-21.4% | $64,173+2.7% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | 3.09% | 11.38%-8.3pp | 850.99%-847.9pp | 7.63%-4.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,532 | $2,993-48.8% | $4,082-62.5% | $3,470-55.8% |
| Admin fee / account holder | $20,346 | $4,046+402.9% | $5,479+271.4% | $4,887+316.3% |