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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 | $45,119+39.0% | $85,126-26.4% | $74,429-15.8% |
| Participation rate | 15.9% | 49.4%-33.4pp | 67.5%-51.6pp | 67.2%-51.3pp |
| Annual return | 13.70% | 26.28%-12.6pp | 66.63%-52.9pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $869 | $2,738-68.3% | $4,523-80.8% | $4,348-80.0% |
| Admin fee / account holder | $1,991 | $2,214-10.1% | $6,160-67.7% | $1,944+2.4% |