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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 | $73,459-25.6% | $178,528-69.4% | $74,429-26.5% |
| Participation rate | 68.3% | 66.5%+1.8pp | 77.1%-8.8pp | 67.2%+1.1pp |
| Annual return | 15.20% | 17.50%-2.3pp | 27.11%-11.9pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,975 | $4,515-34.1% | $6,278-52.6% | $4,348-31.6% |
| Admin fee / account holder | $4,604 | $1,812+154.1% | $10,419-55.8% | $1,944+136.8% |