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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 | $66,025 | $65,390+1.0% | $169,385-61.0% | $71,495-7.6% |
| Participation rate | 33.8% | 67.0%-33.2pp | 77.2%-43.4pp | 67.9%-34.2pp |
| Annual return | 20.30% | 21.31%-1.0pp | 405.82%-385.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,012-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,472 | $4,367-43.4% | $6,221-60.3% | $4,291-42.4% |
| Admin fee / account holder | $6,502 | $1,324+391.0% | $9,011-27.8% | $1,588+309.5% |