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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 | $57,390 | $58,828-2.4% | $78,002-26.4% | $62,881-8.7% |
| Participation rate | 63.6% | 71.1%-7.4pp | 75.5%-11.9pp | 69.3%-5.7pp |
| Annual return | 27.23% | 17.16%+10.1pp | 425.99%-398.8pp | 20.14%+7.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,985 | $2,686+48.4% | $3,497+14.0% | $3,203+24.4% |
| Admin fee / account holder | $7,645 | $4,393+74.0% | $5,481+39.5% | $4,296+78.0% |