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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 | $65,541 | $48,364+35.5% | $71,796-8.7% | $62,881+4.2% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 7.31% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,677 | $2,091+75.8% | $2,794+31.6% | $3,203+14.8% |
| Admin fee / account holder | $955 | $3,771-74.7% | $4,815-80.2% | $4,296-77.8% |