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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 | $117,829-47.4% | $102,423-39.5% | $145,877-57.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 30.53% | 31.83%-1.3pp | 29.42%+1.1pp | 551.28%-520.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,546 | $5,732-55.6% | $5,054-49.6% | $6,691-62.0% |
| Admin fee / account holder | $19,598 | $13,335+47.0% | $9,455+107.3% | $13,402+46.2% |