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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 | $44,746+34.8% | $88,179-31.6% | $64,097-5.9% |
| Participation rate | 19.0% | 39.8%-20.8pp | 69.1%-50.1pp | 55.2%-36.1pp |
| Annual return | 25.23% | 24.70%+0.5pp | 64.97%-39.7pp | 34.64%-9.4pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,507 | $2,072+21.0% | $4,614-45.7% | $3,080-18.6% |
| Admin fee / account holder | $10,879 | $3,437+216.5% | $7,673+41.8% | $3,454+214.9% |