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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 | $75,753 | $84,236-10.1% | $170,435-55.6% | $70,126+8.0% |
| Participation rate | 17.4% | 70.8%-53.4pp | 83.6%-66.2pp | 69.5%-52.1pp |
| Annual return | 20.35% | 23.06%-2.7pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $922 | $3,086-70.1% | $4,939-81.3% | $3,332-72.3% |
| Admin fee / account holder | $18,069 | $5,698+217.1% | $13,881+30.2% | $4,645+289.0% |