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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 | $66,866 | $48,364+38.3% | $71,796-6.9% | $62,881+6.3% |
| Participation rate | 31.4% | 60.6%-29.2pp | 69.1%-37.7pp | 69.3%-37.9pp |
| Annual return | 10.82% | 13.16%-2.3pp | 78.04%-67.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,757 | $2,091-16.0% | $2,794-37.1% | $3,203-45.1% |
| Admin fee / account holder | $2,669 | $3,771-29.2% | $4,815-44.6% | $4,296-37.9% |