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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 | $68,137 | $63,346+7.6% | $92,240-26.1% | $70,126-2.8% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.5pp |
| Annual return | 22.35% | 530.19%-507.8pp | 176.29%-153.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,345 | $2,854-17.8% | $3,897-39.8% | $3,332-29.6% |
| Admin fee / account holder | $2,331 | $3,841-39.3% | $5,194-55.1% | $4,645-49.8% |