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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 | $52,388 | $48,364+8.3% | $71,796-27.0% | $62,881-16.7% |
| Participation rate | 39.5% | 60.6%-21.1pp | 69.1%-29.6pp | 69.3%-29.8pp |
| Annual return | 6.81% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,272 | $2,091+56.4% | $2,794+17.1% | $3,203+2.1% |
| Admin fee / account holder | $3,022 | $3,771-19.9% | $4,815-37.2% | $4,296-29.6% |