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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 | $63,888 | $58,828+8.6% | $78,002-18.1% | $62,881+1.6% |
| Participation rate | 69.4% | 71.1%-1.7pp | 75.5%-6.2pp | 69.3%+0.1pp |
| Annual return | 4.88% | 17.16%-12.3pp | 425.99%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,234 | $2,686-54.1% | $3,497-64.7% | $3,203-61.5% |
| Admin fee / account holder | $396 | $4,393-91.0% | $5,481-92.8% | $4,296-90.8% |