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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 | $57,428 | $71,215-19.4% | $93,696-38.7% | $80,935-29.0% |
| Participation rate | 14.4% | 60.4%-46.0pp | 68.7%-54.3pp | 67.7%-53.2pp |
| Annual return | 11.69% | 11.27%+0.4pp | 133.74%-122.1pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,275 | $4,037-68.4% | $4,417-71.1% | $4,299-70.4% |
| Admin fee / account holder | $20,899 | $6,958+200.4% | $8,287+152.2% | $6,924+201.8% |