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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 | $65,458 | $53,837+21.6% | $75,714-13.5% | $85,847-23.8% |
| Participation rate | 6.8% | 69.1%-62.2pp | 74.8%-68.0pp | 69.3%-62.5pp |
| Annual return | 24.80% | 24.54%+0.3pp | 104.62%-79.8pp | 318.61%-293.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,320 | $2,895-54.4% | $3,820-65.5% | $3,952-66.6% |
| Admin fee / account holder | $1,153 | $3,339-65.5% | $3,619-68.1% | $6,261-81.6% |