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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 | $67,254 | $48,364+39.1% | $71,796-6.3% | $62,881+7.0% |
| Participation rate | 41.3% | 60.6%-19.3pp | 69.1%-27.8pp | 69.3%-28.0pp |
| Annual return | 17.98% | 13.16%+4.8pp | 78.04%-60.1pp | 20.14%-2.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,890 | $2,091+38.2% | $2,794+3.4% | $3,203-9.8% |
| Admin fee / account holder | $2,198 | $3,771-41.7% | $4,815-54.4% | $4,296-48.8% |