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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 | $69,857 | $46,732+49.5% | $156,551-55.4% | $55,167+26.6% |
| Participation rate | 24.1% | 65.8%-41.7pp | 84.0%-59.9pp | 69.0%-44.9pp |
| Annual return | 19.15% | 17.72%+1.4pp | 32.23%-13.1pp | 169.23%-150.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,655 | $2,204-24.9% | $4,871-66.0% | $3,054-45.8% |
| Admin fee / account holder | $12,874 | $418+2977.2% | $13,028-1.2% | $504+2454.9% |