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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 | $58,258+11.7% | $81,820-20.5% | $80,925-19.6% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.4%-9.4pp | 67.7%-4.7pp |
| Annual return | 11.78% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,793 | $3,284+76.4% | $4,323+34.0% | $4,299+34.8% |
| Admin fee / account holder | $29,545 | $4,976+493.7% | $7,391+299.8% | $6,940+325.7% |