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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 | $54,415 | $51,638+5.4% | $68,368-20.4% | $82,448-34.0% |
| Participation rate | 37.8% | 63.6%-25.8pp | 73.8%-35.9pp | 68.1%-30.2pp |
| Annual return | 15.02% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,663 | $2,914+25.7% | $4,123-11.2% | $4,139-11.5% |
| Admin fee / account holder | $5,246 | $4,643+13.0% | $5,150+1.9% | $7,234-27.5% |