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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 | $58,201 | $112,729-48.4% | $98,716-41.0% | $137,256-57.6% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 13.82% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,810 | $4,640+3.7% | $4,048+18.8% | $6,407-24.9% |
| Admin fee / account holder | $507 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |