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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 | $22,274 | $48,314-53.9% | $67,561-67.0% | $80,925-72.5% |
| Participation rate | 67.5% | 66.4%+1.1pp | 72.9%-5.4pp | 67.7%-0.2pp |
| Annual return | 13.91% | 18.28%-4.4pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,865 | $2,927-2.1% | $4,003-28.4% | $4,299-33.3% |
| Admin fee / account holder | $2,545 | $3,690-31.0% | $4,006-36.5% | $6,940-63.3% |