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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 | $52,075 | $59,006-11.7% | $97,197-46.4% | $74,429-30.0% |
| Participation rate | 61.3% | 63.7%-2.4pp | 72.7%-11.4pp | 67.2%-5.9pp |
| Annual return | 18.78% | 16.04%+2.7pp | 75.47%-56.7pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,648 | $3,671-27.9% | $4,263-37.9% | $4,348-39.1% |
| Admin fee / account holder | $1,233 | $1,974-37.5% | $5,637-78.1% | $1,944-36.6% |