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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 | $20,206 | $78,690-74.3% | $161,489-87.5% | $87,485-76.9% |
| Participation rate | 68.9% | 67.5%+1.4pp | 78.7%-9.8pp | 68.9%0pp |
| Annual return | 13.84% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,528 | $3,311-23.7% | $5,630-55.1% | $4,274-40.9% |
| Admin fee / account holder | $19,139 | $6,724+184.7% | $16,006+19.6% | $7,775+146.2% |