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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 | $66,055 | $57,352+15.2% | $83,831-21.2% | $64,173+2.9% |
| Participation rate | 44.4% | 68.6%-24.2pp | 76.1%-31.7pp | 69.6%-25.1pp |
| Annual return | 16.25% | 11.38%+4.9pp | 850.99%-834.7pp | 7.63%+8.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,188 | $2,993+6.5% | $4,082-21.9% | $3,470-8.1% |
| Admin fee / account holder | $1,000 | $4,046-75.3% | $5,479-81.7% | $4,887-79.5% |