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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 | $62,663 | $58,828+6.5% | $78,002-19.7% | $62,881-0.3% |
| Participation rate | 50.5% | 71.1%-20.5pp | 75.5%-25.0pp | 69.3%-18.8pp |
| Annual return | 7.35% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,728 | $2,686+1.6% | $3,497-22.0% | $3,203-14.8% |
| Admin fee / account holder | $1,296 | $4,393-70.5% | $5,481-76.4% | $4,296-69.8% |