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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 | $66,320 | $78,483-15.5% | $106,201-37.6% | $74,546-11.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 75.3%-28.6pp | 67.2%-20.5pp |
| Annual return | 13.39% | 15.94%-2.6pp | 116.26%-102.9pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,117 | $4,320-4.7% | $5,012-17.9% | $4,347-5.3% |
| Admin fee / account holder | $9,660 | $2,236+332.1% | $11,039-12.5% | $1,944+397.0% |