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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 | $60,298 | $45,312+33.1% | $86,233-30.1% | $67,986-11.3% |
| Participation rate | 19.0% | 42.4%-23.4pp | 69.0%-50.0pp | 57.2%-38.2pp |
| Annual return | 25.23% | 24.79%+0.4pp | 61.39%-36.2pp | 31.67%-6.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,507 | $2,185+14.7% | $4,559-45.0% | $3,358-25.4% |
| Admin fee / account holder | $10,879 | $3,295+230.2% | $8,342+30.4% | $3,203+239.6% |