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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 | $59,727 | $63,861-6.5% | $104,614-42.9% | $79,858-25.2% |
| Participation rate | 48.1% | 64.9%-16.8pp | 74.1%-25.9pp | 69.6%-21.5pp |
| Annual return | 16.62% | 21.30%-4.7pp | 340.56%-323.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,834 | $2,693+42.3% | $3,739+2.5% | $3,740+2.5% |
| Admin fee / account holder | $4,701 | $4,185+12.3% | $6,464-27.3% | $5,306-11.4% |