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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 | $77,213 | $70,418+9.6% | $96,570-20.0% | $85,847-10.1% |
| Participation rate | 33.3% | 61.8%-28.5pp | 69.8%-36.5pp | 69.3%-36.0pp |
| Annual return | 11.73% | 18.59%-6.9pp | 37.79%-26.1pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,347 | $2,894-18.9% | $3,849-39.0% | $3,952-40.6% |
| Admin fee / account holder | $42,443 | $4,995+749.7% | $6,182+586.5% | $6,261+577.9% |