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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 | $65,395 | $87,383-25.2% | $444,982-85.3% | $87,383-25.2% |
| Participation rate | 16.9% | 56.3%-39.4pp | 86.2%-69.3pp | 56.3%-39.4pp |
| Annual return | 14.49% | 17.07%-2.6pp | 450.47%-436.0pp | 17.07%-2.6pp |
| Employer contribution / active EE | $0 | $2,441-100.0% | $9,202-100.0% | $2,441-100.0% |
| Participant deferral / active EE | $1,464 | $3,395-56.9% | $7,712-81.0% | $3,395-56.9% |
| Admin fee / account holder | $5,792 | $4,885+18.6% | $17,686-67.3% | $4,885+18.6% |