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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 | $77,377 | $75,962+1.9% | $154,111-49.8% | $64,173+20.6% |
| Participation rate | 29.7% | 70.4%-40.7pp | 83.0%-53.3pp | 69.6%-39.9pp |
| Annual return | 11.96% | 30.32%-18.4pp | 735.18%-723.2pp | 7.63%+4.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,406 | $3,175-55.7% | $5,081-72.3% | $3,470-59.5% |
| Admin fee / account holder | $8,828 | $5,589+58.0% | $13,411-34.2% | $4,887+80.6% |