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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 | $36,711 | $91,086-59.7% | $203,872-82.0% | $86,983-57.8% |
| Participation rate | 25.0% | 65.8%-40.8pp | 77.8%-52.8pp | 69.5%-44.5pp |
| Annual return | 37.72% | 22.30%+15.4pp | 85.11%-47.4pp | 25.83%+11.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,273 | $4,019-43.4% | $6,388-64.4% | $4,194-45.8% |
| Admin fee / account holder | $16,814 | $8,987+87.1% | $11,730+43.3% | $7,856+114.0% |