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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 | $70,208 | $58,828+19.3% | $78,002-10.0% | $62,881+11.7% |
| Participation rate | 51.4% | 71.1%-19.7pp | 75.5%-24.2pp | 69.3%-18.0pp |
| Annual return | 7.63% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,075 | $2,686+14.5% | $3,497-12.1% | $3,203-4.0% |
| Admin fee / account holder | $5,382 | $4,393+22.5% | $5,481-1.8% | $4,296+25.3% |