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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 | $84,571 | $63,346+33.5% | $92,240-8.3% | $70,126+20.6% |
| Participation rate | 32.4% | 68.7%-36.2pp | 76.5%-44.0pp | 69.5%-37.1pp |
| Annual return | 14.60% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,829 | $2,854-35.9% | $3,897-53.1% | $3,332-45.1% |
| Admin fee / account holder | $21,017 | $3,841+447.2% | $5,194+304.6% | $4,645+352.4% |