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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 | $65,039 | $47,848+35.9% | $81,473-20.2% | $70,126-7.3% |
| Participation rate | 22.9% | 58.3%-35.4pp | 68.0%-45.1pp | 69.5%-46.7pp |
| Annual return | 13.27% | 27.25%-14.0pp | 38.78%-25.5pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,850 | $2,453+16.2% | $3,537-19.4% | $3,332-14.5% |
| Admin fee / account holder | $31,898 | $3,145+914.3% | $4,561+599.3% | $4,645+586.6% |