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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 | $71,477 | $77,670-8.0% | $125,529-43.1% | $65,306+9.4% |
| Participation rate | 32.2% | 63.2%-31.0pp | 74.7%-42.5pp | 57.7%-25.5pp |
| Annual return | 14.70% | 15.16%-0.5pp | 202.56%-187.9pp | 21.94%-7.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,058-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,678 | $3,095-45.8% | $4,813-65.1% | $2,959-43.3% |
| Admin fee / account holder | $10,133 | $3,598+181.7% | $16,298-37.8% | $3,480+191.2% |