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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 | $65,775 | $54,541+20.6% | $78,778-16.5% | $70,126-6.2% |
| Participation rate | 31.7% | 60.8%-29.1pp | 69.2%-37.4pp | 69.5%-37.8pp |
| Annual return | 20.40% | 21.07%-0.7pp | 35.62%-15.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,410 | $2,210-36.2% | $2,958-52.3% | $3,332-57.7% |
| Admin fee / account holder | $17,014 | $3,709+358.8% | $5,134+231.4% | $4,645+266.2% |