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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 | $45,119+44.2% | $85,126-23.6% | $74,429-12.6% |
| Participation rate | 30.5% | 49.4%-18.9pp | 67.5%-37.1pp | 67.2%-36.8pp |
| Annual return | 16.76% | 26.28%-9.5pp | 66.63%-49.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,446 | $2,738-47.2% | $4,523-68.0% | $4,348-66.7% |
| Admin fee / account holder | $2,730 | $2,214+23.3% | $6,160-55.7% | $1,944+40.4% |