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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 | $75,166 | $59,839+25.6% | $81,991-8.3% | $79,852-5.9% |
| Participation rate | 28.8% | 61.6%-32.8pp | 69.3%-40.4pp | 69.6%-40.8pp |
| Annual return | 11.02% | 17.56%-6.5pp | 41.31%-30.3pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $944 | $2,695-65.0% | $3,722-74.6% | $3,740-74.8% |
| Admin fee / account holder | $12,611 | $4,287+194.2% | $5,665+122.6% | $5,306+137.7% |