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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 | $61,074 | $80,705-24.3% | $115,768-47.2% | $67,986-10.2% |
| Participation rate | 44.6% | 63.0%-18.4pp | 74.4%-29.8pp | 57.2%-12.7pp |
| Annual return | 13.55% | 18.49%-4.9pp | 100.46%-86.9pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,653 | $3,559-25.5% | $4,917-46.0% | $3,358-21.0% |
| Admin fee / account holder | $16,863 | $4,135+307.8% | $12,439+35.6% | $3,203+426.5% |