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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 | $53,512 | $58,828-9.0% | $78,002-31.4% | $62,881-14.9% |
| Participation rate | 59.0% | 71.1%-12.1pp | 75.5%-16.6pp | 69.3%-10.3pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4 | $1,672-99.8% | $2,470-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $2,118 | $2,686-21.1% | $3,497-39.4% | $3,203-33.9% |
| Admin fee / account holder | $429 | $4,393-90.2% | $5,481-92.2% | $4,296-90.0% |