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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 | $68,499 | $38,967+75.8% | $86,233-20.6% | $79,634-14.0% |
| Participation rate | 15.1% | 34.1%-19.0pp | 69.0%-54.0pp | 62.5%-47.4pp |
| Annual return | 25.96% | 49.90%-23.9pp | 61.39%-35.4pp | 36.46%-10.5pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,757 | $1,663+5.7% | $4,559-61.5% | $3,835-54.2% |
| Admin fee / account holder | $9,867 | $2,660+270.9% | $8,342+18.3% | $1,002+884.8% |