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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 | $65,611 | $122,042-46.2% | $184,260-64.4% | $74,459-11.9% |
| Participation rate | 63.8% | 85.5%-21.6pp | 86.8%-23.0pp | 67.2%-3.4pp |
| Annual return | 22.64% | 19.91%+2.7pp | 28.84%-6.2pp | 1369.70%-1347.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,073 | $7,143-43.0% | $9,133-55.4% | $4,350-6.4% |
| Admin fee / account holder | $9,204 | $1,252+635.1% | $13,898-33.8% | $1,945+373.3% |