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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 | $62,126 | $58,828+5.6% | $78,002-20.4% | $62,881-1.2% |
| Participation rate | 31.0% | 71.1%-40.0pp | 75.5%-44.5pp | 69.3%-38.3pp |
| Annual return | 6.01% | 17.16%-11.1pp | 425.99%-420.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,674 | $2,686-0.4% | $3,497-23.5% | $3,203-16.5% |
| Admin fee / account holder | $1,783 | $4,393-59.4% | $5,481-67.5% | $4,296-58.5% |