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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 | $65,076 | $45,123+44.2% | $85,240-23.7% | $74,478-12.6% |
| Participation rate | 30.5% | 49.4%-18.9pp | 67.5%-37.1pp | 67.2%-36.8pp |
| Annual return | 16.76% | 26.32%-9.6pp | 66.75%-50.0pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,446 | $2,736-47.1% | $4,527-68.1% | $4,350-66.8% |
| Admin fee / account holder | $2,730 | $2,215+23.3% | $6,165-55.7% | $1,946+40.3% |