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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 | $26,277 | $57,073-54.0% | $85,126-69.1% | $80,925-67.5% |
| Participation rate | 61.5% | 56.4%+5.1pp | 67.5%-6.0pp | 67.7%-6.1pp |
| Annual return | 21.81% | 21.69%+0.1pp | 66.63%-44.8pp | 35.65%-13.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,057 | $3,113+62.5% | $4,523+11.8% | $4,299+17.7% |
| Admin fee / account holder | $10,051 | $4,988+101.5% | $6,160+63.2% | $6,940+44.8% |