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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 | $62,036 | $61,815+0.4% | $97,295-36.2% | $80,959-23.4% |
| Participation rate | 27.0% | 63.5%-36.5pp | 72.7%-45.6pp | 67.7%-40.6pp |
| Annual return | 13.26% | -558.73%+572.0pp | 75.62%-62.4pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,171 | $3,027-61.3% | $4,264-72.5% | $4,300-72.8% |
| Admin fee / account holder | $1,261 | $5,166-75.6% | $5,646-77.7% | $6,925-81.8% |