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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 | $63,202 | $45,566+38.7% | $64,105-1.4% | $59,633+6.0% |
| Participation rate | 53.6% | 60.2%-6.6pp | 68.2%-14.6pp | 68.7%-15.1pp |
| Annual return | 1.08% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,073 | $2,057+49.4% | $2,822+8.9% | $3,192-3.7% |
| Admin fee / account holder | $4,292 | $3,268+31.4% | $4,499-4.6% | $4,297-0.1% |