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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 | $65,670 | $55,932+17.4% | $76,735-14.4% | $67,986-3.4% |
| Participation rate | 23.9% | 50.8%-26.9pp | 69.5%-45.6pp | 57.2%-33.3pp |
| Annual return | 16.04% | 23.10%-7.1pp | 29.77%-13.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,219 | $2,558-52.4% | $4,088-70.2% | $3,358-63.7% |
| Admin fee / account holder | $15,273 | $4,907+211.3% | $7,189+112.4% | $3,203+376.8% |