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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 | $73,679 | $71,197+3.5% | $93,669-21.3% | $80,925-9.0% |
| Participation rate | 22.0% | 60.4%-38.4pp | 68.7%-46.7pp | 67.7%-45.7pp |
| Annual return | 15.68% | 11.27%+4.4pp | 133.59%-117.9pp | 35.65%-20.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,221 | $4,036-45.0% | $4,416-49.7% | $4,299-48.3% |
| Admin fee / account holder | $58,742 | $6,959+744.1% | $8,291+608.5% | $6,940+746.4% |