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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 | $73,297 | $104,251-29.7% | $91,004-19.5% | $147,586-50.3% |
| Participation rate | 52.6% | 78.2%-25.6pp | 75.6%-23.0pp | 82.8%-30.2pp |
| Annual return | 24.23% | 27.06%-2.8pp | 4.60%+19.6pp | 578.59%-554.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,803 | $4,195-33.2% | $3,548-21.0% | $5,439-48.5% |
| Admin fee / account holder | $10,415 | $8,948+16.4% | $5,417+92.2% | $10,886-4.3% |