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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 | $66,442 | $69,118-3.9% | $53,647+23.9% | $138,895-52.2% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 9.65% | 248.26%-238.6pp | 358.33%-348.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $894 | $2,274-60.7% | $1,813-50.7% | $6,396-86.0% |
| Admin fee / account holder | $2,795 | $2,724+2.6% | $2,460+13.6% | $12,562-77.7% |