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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 | $74,433 | $63,861+16.6% | $104,639-28.9% | $79,856-6.8% |
| Participation rate | 64.1% | 64.9%-0.8pp | 74.1%-10.0pp | 69.6%-5.5pp |
| Annual return | 13.18% | 21.30%-8.1pp | 340.67%-327.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,435 | $2,693-9.6% | $3,738-34.8% | $3,741-34.9% |
| Admin fee / account holder | $1,976 | $4,185-52.8% | $6,465-69.4% | $5,306-62.8% |