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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 | $65,381 | $51,638+26.6% | $68,368-4.4% | $82,448-20.7% |
| Participation rate | 37.2% | 63.6%-26.4pp | 73.8%-36.5pp | 68.1%-30.9pp |
| Annual return | 14.92% | 37.53%-22.6pp | 292.57%-277.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,362 | $2,914-53.3% | $4,123-67.0% | $4,139-67.1% |
| Admin fee / account holder | $4,965 | $4,643+6.9% | $5,150-3.6% | $7,234-31.4% |