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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 | $61,878 | $48,364+27.9% | $71,796-13.8% | $62,881-1.6% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 9.48% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,807 | $2,091+34.2% | $2,794+0.4% | $3,203-12.4% |
| Admin fee / account holder | $4,463 | $3,771+18.3% | $4,815-7.3% | $4,296+3.9% |