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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 | $59,271 | $86,288-31.3% | $111,306-46.7% | $85,851-31.0% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 17.20% | 19.99%-2.8pp | 54.67%-37.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,798 | $3,641-23.2% | $4,488-37.7% | $3,952-29.2% |
| Admin fee / account holder | $368 | $8,189-95.5% | $7,966-95.4% | $6,261-94.1% |