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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 | $65,361 | $48,364+35.1% | $71,796-9.0% | $62,881+3.9% |
| Participation rate | 68.0% | 60.6%+7.4pp | 69.1%-1.1pp | 69.3%-1.3pp |
| Annual return | 5.25% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,949 | $2,091-6.8% | $2,794-30.3% | $3,203-39.2% |
| Admin fee / account holder | $11,075 | $3,771+193.7% | $4,815+130.0% | $4,296+157.8% |