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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 | $56,688 | $53,128+6.7% | $86,581-34.5% | $70,124-19.2% |
| Participation rate | 62.9% | 65.3%-2.4pp | 73.5%-10.7pp | 69.5%-6.7pp |
| Annual return | 16.76% | 27.66%-10.9pp | 965.06%-948.3pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,969 | $2,695+158.6% | $3,609+93.1% | $3,332+109.2% |
| Admin fee / account holder | $2,486 | $3,584-30.6% | $4,904-49.3% | $4,645-46.5% |