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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 | $65,183 | $107,809-39.5% | $90,657-28.1% | $135,380-51.9% |
| Participation rate | 22.7% | 78.0%-55.3pp | 74.0%-51.3pp | 82.6%-59.9pp |
| Annual return | 16.02% | -0.90%+16.9pp | 1.89%+14.1pp | 519.81%-503.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,052 | $3,872-72.8% | $3,424-69.3% | $5,609-81.2% |
| Admin fee / account holder | $28,768 | $5,931+385.1% | $4,994+476.0% | $10,828+165.7% |