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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 | $62,638 | $43,496+44.0% | $161,489-61.2% | $64,340-2.6% |
| Participation rate | 24.8% | 53.5%-28.8pp | 78.7%-53.9pp | 55.2%-30.5pp |
| Annual return | 12.40% | 20.76%-8.4pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,746 | $1,996-12.5% | $5,630-69.0% | $2,980-41.4% |
| Admin fee / account holder | $10,475 | $2,330+349.5% | $16,006-34.6% | $3,703+182.9% |