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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 | $59,538 | $48,337+23.2% | $67,560-11.9% | $80,959-26.5% |
| Participation rate | 65.2% | 66.4%-1.2pp | 72.9%-7.7pp | 67.7%-2.5pp |
| Annual return | 21.83% | 18.26%+3.6pp | 3533.50%-3511.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,520 | $2,928+20.2% | $4,004-12.1% | $4,300-18.2% |
| Admin fee / account holder | $20,598 | $3,695+457.4% | $3,994+415.7% | $6,925+197.4% |