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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 | $61,034 | $91,086-33.0% | $203,872-70.1% | $86,983-29.8% |
| Participation rate | 69.5% | 65.8%+3.7pp | 77.8%-8.3pp | 69.5%-0.1pp |
| Annual return | 14.73% | 22.30%-7.6pp | 85.11%-70.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,789 | $4,019-55.5% | $6,388-72.0% | $4,194-57.3% |
| Admin fee / account holder | $533 | $8,987-94.1% | $11,730-95.5% | $7,856-93.2% |