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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 | $66,123 | $84,236-21.5% | $170,435-61.2% | $70,126-5.7% |
| Participation rate | 63.2% | 70.8%-7.6pp | 83.6%-20.4pp | 69.5%-6.3pp |
| Annual return | 27.10% | 23.06%+4.0pp | 205.94%-178.8pp | 73.15%-46.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,588 | $3,086-16.1% | $4,939-47.6% | $3,332-22.3% |
| Admin fee / account holder | $9,709 | $5,698+70.4% | $13,881-30.1% | $4,645+109.0% |