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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 | $27,611 | $55,457-50.2% | $77,361-64.3% | $94,015-70.6% |
| Participation rate | 67.5% | 69.8%-2.3pp | 75.0%-7.5pp | 70.8%-3.3pp |
| Annual return | 21.56% | 15.57%+6.0pp | 1011.54%-990.0pp | 17.84%+3.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,616 | $3,069+148.1% | $3,911+94.7% | $4,249+79.2% |
| Admin fee / account holder | $4,194 | $4,334-3.2% | $5,894-28.8% | $8,951-53.1% |