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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 | $69,020 | $64,324+7.3% | $118,946-42.0% | $79,852-13.6% |
| Participation rate | 33.3% | 64.9%-31.5pp | 75.4%-42.1pp | 69.6%-36.3pp |
| Annual return | 14.35% | 86.45%-72.1pp | 35.89%-21.5pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,731 | $2,824-38.7% | $4,266-59.4% | $3,740-53.7% |
| Admin fee / account holder | $570 | $4,040-85.9% | $6,581-91.3% | $5,306-89.3% |