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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 | $54,682 | $73,532-25.6% | $178,540-69.4% | $74,459-26.6% |
| Participation rate | 68.3% | 66.6%+1.7pp | 77.1%-8.8pp | 67.2%+1.1pp |
| Annual return | 15.20% | 17.51%-2.3pp | 27.15%-11.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,975 | $4,519-34.2% | $6,281-52.6% | $4,350-31.6% |
| Admin fee / account holder | $4,604 | $1,813+154.0% | $10,424-55.8% | $1,945+136.7% |