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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 | $67,803 | $53,128+27.6% | $86,582-21.7% | $70,126-3.3% |
| Participation rate | 44.0% | 65.3%-21.3pp | 73.5%-29.5pp | 69.5%-25.5pp |
| Annual return | 14.55% | 27.66%-13.1pp | 965.08%-950.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,056 | $2,695-23.7% | $3,609-43.0% | $3,332-38.3% |
| Admin fee / account holder | $910 | $3,584-74.6% | $4,904-81.4% | $4,645-80.4% |