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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 | $67,457 | $72,404-6.8% | $110,243-38.8% | $64,173+5.1% |
| Participation rate | 52.4% | 73.3%-21.0pp | 79.8%-27.4pp | 69.6%-17.2pp |
| Annual return | 4.66% | -6.29%+10.9pp | 314.76%-310.1pp | 7.63%-3.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,103 | $3,469+18.3% | $4,672-12.2% | $3,470+18.2% |
| Admin fee / account holder | $2,438 | $5,664-57.0% | $8,548-71.5% | $4,887-50.1% |