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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 | $58,053 | $63,703-8.9% | $93,063-37.6% | $82,448-29.6% |
| Participation rate | 21.6% | 63.8%-42.2pp | 72.1%-50.5pp | 68.1%-46.4pp |
| Annual return | 14.88% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $885 | $2,919-69.7% | $3,958-77.6% | $4,139-78.6% |
| Admin fee / account holder | $13,631 | $5,982+127.9% | $6,033+125.9% | $7,234+88.4% |