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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 | $58,160 | $54,541+6.6% | $78,778-26.2% | $70,126-17.1% |
| Participation rate | 57.7% | 60.8%-3.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 17.09% | 21.07%-4.0pp | 35.62%-18.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,316 | $2,210+140.5% | $2,958+79.7% | $3,332+59.6% |
| Admin fee / account holder | $512 | $3,709-86.2% | $5,134-90.0% | $4,645-89.0% |