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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 | $66,878 | $45,283+47.7% | $155,789-57.1% | $52,331+27.8% |
| Participation rate | 56.0% | 62.2%-6.2pp | 76.1%-20.1pp | 68.1%-12.1pp |
| Annual return | 4.51% | 1.80%+2.7pp | 71.54%-67.0pp | 4.54%0pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,356 | $2,854+157.7% | $4,798+53.3% | $3,022+143.4% |
| Admin fee / account holder | $6,980 | $981+611.5% | $7,477-6.7% | $592+1079.8% |