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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 | $57,125 | $38,969+46.6% | $109,313-47.7% | $55,167+3.5% |
| Participation rate | 35.8% | 58.2%-22.4pp | 71.3%-35.4pp | 69.0%-33.2pp |
| Annual return | 11.17% | 8.26%+2.9pp | 22.07%-10.9pp | 169.23%-158.1pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,577 | $2,176+18.5% | $3,166-18.6% | $3,054-15.6% |
| Admin fee / account holder | $7,434 | $501+1383.7% | $5,666+31.2% | $504+1375.3% |