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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 | $70,883 | $63,354+11.9% | $94,105-24.7% | $82,637-14.2% |
| Participation rate | 45.8% | 63.8%-18.0pp | 71.9%-26.1pp | 68.1%-22.2pp |
| Annual return | 13.63% | 34.36%-20.7pp | 204.55%-190.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,364 | $2,873-17.7% | $3,881-39.1% | $4,126-42.7% |
| Admin fee / account holder | $11,997 | $5,073+136.5% | $6,199+93.5% | $7,339+63.5% |