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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 | $49,350 | $48,364+2.0% | $71,796-31.3% | $62,881-21.5% |
| Participation rate | 67.6% | 60.6%+6.9pp | 69.1%-1.5pp | 69.3%-1.7pp |
| Annual return | 4.95% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,365 | $2,091+13.1% | $2,794-15.4% | $3,203-26.2% |
| Admin fee / account holder | $2,742 | $3,771-27.3% | $4,815-43.0% | $4,296-36.2% |