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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 | $65,498 | $65,034+0.7% | $90,970-28.0% | $79,856-18.0% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.0%-28.1pp | 69.6%-28.7pp |
| Annual return | 12.97% | 30.45%-17.5pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,810 | $2,512+11.8% | $3,373-16.7% | $3,741-24.9% |
| Admin fee / account holder | $8,946 | $4,536+97.2% | $5,961+50.1% | $5,306+68.6% |