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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 | $73,940-12.6% | $96,496-33.0% | $75,173-14.0% |
| Participation rate | 19.6% | 66.4%-46.8pp | 74.3%-54.7pp | 67.2%-47.6pp |
| Annual return | 15.43% | 26.71%-11.3pp | 35.70%-20.3pp | 160.65%-145.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,135 | $3,659-14.3% | $4,879-35.8% | $4,126-24.0% |
| Admin fee / account holder | $11,045 | $5,216+111.7% | $6,731+64.1% | $5,651+95.4% |