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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 | $60,727 | $43,730+38.9% | $66,674-8.9% | $64,097-5.3% |
| Participation rate | 49.5% | 50.7%-1.2pp | 73.7%-24.1pp | 55.2%-5.7pp |
| Annual return | 14.93% | 53.62%-38.7pp | 321.24%-306.3pp | 34.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,318 | $2,122+9.2% | $4,084-43.2% | $3,080-24.7% |
| Admin fee / account holder | $2,038 | $2,708-24.7% | $5,098-60.0% | $3,454-41.0% |