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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 | $61,991 | $117,895-47.4% | $102,460-39.5% | $145,897-57.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 30.53% | 31.92%-1.4pp | 29.47%+1.1pp | 552.29%-521.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,546 | $5,736-55.6% | $5,056-49.7% | $6,689-61.9% |
| Admin fee / account holder | $19,598 | $13,353+46.8% | $9,460+107.2% | $13,390+46.4% |