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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 | $65,657 | $46,732+40.5% | $156,551-58.1% | $55,167+19.0% |
| Participation rate | 56.3% | 65.8%-9.5pp | 84.0%-27.7pp | 69.0%-12.7pp |
| Annual return | 7.10% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,020 | $2,204-8.4% | $4,871-58.5% | $3,054-33.9% |
| Admin fee / account holder | $3,695 | $418+783.1% | $13,028-71.6% | $504+633.2% |