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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 | $57,873 | $71,215-18.7% | $93,696-38.2% | $80,935-28.5% |
| Participation rate | 13.5% | 60.4%-46.9pp | 68.7%-55.2pp | 67.7%-54.1pp |
| Annual return | 13.38% | 11.27%+2.1pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,177 | $4,037-46.1% | $4,417-50.7% | $4,299-49.4% |
| Admin fee / account holder | $22,595 | $6,958+224.7% | $8,287+172.7% | $6,924+226.3% |