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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 | $59,944 | $45,043+33.1% | $63,005-4.9% | $70,124-14.5% |
| Participation rate | 26.9% | 69.5%-42.6pp | 74.8%-47.9pp | 69.5%-42.6pp |
| Annual return | 13.65% | 18.76%-5.1pp | 87.59%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,539 | $2,466-37.6% | $3,329-53.8% | $3,332-53.8% |
| Admin fee / account holder | $7,102 | $2,833+150.7% | $3,599+97.3% | $4,645+52.9% |