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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 | $62,693 | $45,126+38.9% | $85,187-26.4% | $74,459-15.8% |
| Participation rate | 15.9% | 49.4%-33.4pp | 67.5%-51.6pp | 67.2%-51.3pp |
| Annual return | 13.70% | 26.30%-12.6pp | 66.67%-53.0pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $869 | $2,738-68.3% | $4,525-80.8% | $4,350-80.0% |
| Admin fee / account holder | $1,991 | $2,212-10.0% | $6,162-67.7% | $1,945+2.4% |