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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 | $62,030 | $45,043+37.7% | $63,005-1.5% | $70,124-11.5% |
| Participation rate | 20.4% | 69.5%-49.1pp | 74.8%-54.4pp | 69.5%-49.2pp |
| Annual return | 14.94% | 18.76%-3.8pp | 87.59%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,666 | $2,466-32.4% | $3,329-50.0% | $3,332-50.0% |
| Admin fee / account holder | $5,308 | $2,833+87.3% | $3,599+47.5% | $4,645+14.3% |