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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 | $62,124 | $58,828+5.6% | $78,002-20.4% | $62,881-1.2% |
| Participation rate | 46.5% | 71.1%-24.5pp | 75.5%-29.0pp | 69.3%-22.8pp |
| Annual return | 6.29% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,216 | $2,686-54.7% | $3,497-65.2% | $3,203-62.0% |
| Admin fee / account holder | $2,096 | $4,393-52.3% | $5,481-61.8% | $4,296-51.2% |