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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 | $61,968 | $63,314-2.1% | $91,004-31.9% | $62,293-0.5% |
| Participation rate | 69.0% | 73.3%-4.3pp | 75.6%-6.6pp | 69.5%-0.5pp |
| Annual return | 17.90% | 21.00%-3.1pp | 4.60%+13.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,950 | $2,944+136.1% | $3,548+95.9% | $3,169+119.3% |
| Admin fee / account holder | $1,555 | $468+232.6% | $5,417-71.3% | $479+224.4% |