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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 | $62,307 | $61,787+0.8% | $97,197-35.9% | $80,925-23.0% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.7%-19.9pp | 67.7%-14.9pp |
| Annual return | 12.01% | -558.16%+570.2pp | 75.47%-63.5pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,927 | $3,027-3.3% | $4,263-31.3% | $4,299-31.9% |
| Admin fee / account holder | $624 | $5,170-87.9% | $5,637-88.9% | $6,940-91.0% |