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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 | $54,530 | $70,418-22.6% | $96,570-43.5% | $85,847-36.5% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 12.77% | 18.59%-5.8pp | 37.79%-25.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,053 | $2,894+5.5% | $3,849-20.7% | $3,952-22.7% |
| Admin fee / account holder | $28,504 | $4,995+470.6% | $6,182+361.0% | $6,261+355.3% |