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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 | $66,574 | $58,828+13.2% | $78,002-14.7% | $62,881+5.9% |
| Participation rate | 59.5% | 71.1%-11.5pp | 75.5%-16.0pp | 69.3%-9.8pp |
| Annual return | 7.62% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,151 | $2,686+129.0% | $3,497+75.9% | $3,203+92.0% |
| Admin fee / account holder | $1,474 | $4,393-66.4% | $5,481-73.1% | $4,296-65.7% |