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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 | $54,599 | $53,128+2.8% | $86,581-36.9% | $70,124-22.1% |
| Participation rate | 63.2% | 65.3%-2.1pp | 73.5%-10.3pp | 69.5%-6.3pp |
| Annual return | 16.61% | 27.66%-11.1pp | 965.06%-948.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,934 | $2,695+8.9% | $3,609-18.7% | $3,332-12.0% |
| Admin fee / account holder | $4,984 | $3,584+39.1% | $4,904+1.6% | $4,645+7.3% |