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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 | $67,169 | $73,459-8.6% | $178,528-62.4% | $74,429-9.8% |
| Participation rate | 33.5% | 66.5%-33.0pp | 77.1%-43.6pp | 67.2%-33.7pp |
| Annual return | 17.71% | 17.50%+0.2pp | 27.11%-9.4pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $455 | $2,219-79.5% | $3,950-88.5% | $2,625-82.7% |
| Participant deferral / active EE | $2,128 | $4,515-52.9% | $6,278-66.1% | $4,348-51.1% |
| Admin fee / account holder | $2,676 | $1,812+47.7% | $10,419-74.3% | $1,944+37.6% |