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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 | $74,076 | $72,404+2.3% | $110,241-32.8% | $64,181+15.4% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.4pp |
| Annual return | 13.29% | -6.29%+19.6pp | 314.75%-301.5pp | 7.63%+5.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,155 | $3,469-37.9% | $4,672-53.9% | $3,470-37.9% |
| Admin fee / account holder | $16,008 | $5,664+182.6% | $8,548+87.3% | $4,887+227.6% |