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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 | $94,439-29.6% | $73,658-9.8% | $154,746-57.1% |
| Participation rate | 53.8% | 64.7%-10.8pp | 57.0%-3.2pp | 80.7%-26.9pp |
| Annual return | 9.65% | 28.25%-18.6pp | 29.72%-20.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $894 | $2,527-64.6% | $2,062-56.6% | $6,730-86.7% |
| Admin fee / account holder | $2,795 | $3,843-27.3% | $3,357-16.7% | $14,365-80.5% |