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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 | $64,612 | $73,988-12.7% | $96,538-33.1% | $75,177-14.1% |
| Participation rate | 19.6% | 66.4%-46.8pp | 74.3%-54.7pp | 67.2%-47.6pp |
| Annual return | 15.43% | 26.73%-11.3pp | 35.74%-20.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,135 | $3,660-14.4% | $4,880-35.8% | $4,126-24.0% |
| Admin fee / account holder | $11,045 | $5,220+111.6% | $6,737+63.9% | $5,651+95.4% |