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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 | $60,423 | $65,361-7.6% | $92,903-35.0% | $72,983-17.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 17.52% | 42.11%-24.6pp | 109.43%-91.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,419 | $3,128+41.3% | $4,238+4.3% | $3,608+22.5% |
| Admin fee / account holder | $1,660 | $4,251-61.0% | $5,795-71.4% | $5,124-67.6% |