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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 | $65,068 | $58,311+11.6% | $81,882-20.5% | $80,959-19.6% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.4%-9.4pp | 67.7%-4.7pp |
| Annual return | 11.78% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,793 | $3,287+76.2% | $4,323+34.0% | $4,300+34.7% |
| Admin fee / account holder | $29,545 | $4,752+521.7% | $7,360+301.5% | $6,925+326.6% |