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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 | $73,875 | $67,411+9.6% | $91,004-18.8% | $70,126+5.3% |
| Participation rate | 33.3% | 71.4%-38.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 16.05% | -40.16%+56.2pp | 4.60%+11.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,686 | $2,823-40.3% | $3,548-52.5% | $3,332-49.4% |
| Admin fee / account holder | $29,054 | $4,236+585.8% | $5,417+436.3% | $4,645+525.4% |