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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 | $47,105+28.9% | $68,368-11.2% | $67,986-10.7% |
| Participation rate | 49.5% | 51.8%-2.3pp | 73.8%-24.2pp | 57.2%-7.7pp |
| Annual return | 14.93% | 48.37%-33.4pp | 292.57%-277.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,318 | $2,374-2.4% | $4,123-43.8% | $3,358-31.0% |
| Admin fee / account holder | $2,038 | $2,435-16.3% | $5,150-60.4% | $3,203-36.4% |