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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 | $61,450 | $117,337-47.6% | $197,507-68.9% | $122,131-49.7% |
| Participation rate | 35.7% | 75.4%-39.6pp | 80.2%-44.5pp | 75.1%-39.4pp |
| Annual return | 14.14% | 13.57%+0.6pp | -4.87%+19.0pp | 16.17%-2.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $4,728-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $1,950 | $3,863-49.5% | $4,383-55.5% | $3,892-49.9% |
| Admin fee / account holder | $17,589 | $16,833+4.5% | $18,594-5.4% | $11,586+51.8% |