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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 | $48,987 | $55,902-12.4% | $76,030-35.6% | $80,959-39.5% |
| Participation rate | 69.6% | 62.1%+7.6pp | 69.1%+0.6pp | 67.7%+2.0pp |
| Annual return | 11.68% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,278 | $3,051+73.0% | $4,257+24.0% | $4,300+22.7% |
| Admin fee / account holder | $16,892 | $5,239+222.4% | $6,421+163.1% | $6,925+143.9% |