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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 | $70,170 | $65,027+7.9% | $90,970-22.9% | $79,852-12.1% |
| Participation rate | 27.9% | 61.6%-33.7pp | 69.0%-41.1pp | 69.6%-41.8pp |
| Annual return | 10.45% | 30.45%-20.0pp | 134.58%-124.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,202 | $2,512-12.4% | $3,373-34.7% | $3,740-41.1% |
| Admin fee / account holder | $13,133 | $4,535+189.6% | $5,960+120.3% | $5,306+147.5% |