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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 | $60,281 | $52,353+15.1% | $120,225-49.9% | $82,448-26.9% |
| Participation rate | 69.6% | 58.3%+11.3pp | 69.6%0pp | 68.1%+1.5pp |
| Annual return | 13.59% | 61.85%-48.3pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,166 | $2,627-17.6% | $3,999-45.8% | $4,139-47.7% |
| Admin fee / account holder | $6,549 | $4,363+50.1% | $5,696+15.0% | $7,234-9.5% |