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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 | $56,069 | $65,034-13.8% | $90,970-38.4% | $79,856-29.8% |
| Participation rate | 53.5% | 61.6%-8.1pp | 69.0%-15.5pp | 69.6%-16.2pp |
| Annual return | 10.94% | 30.45%-19.5pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,578 | $2,512-37.2% | $3,373-53.2% | $3,741-57.8% |
| Admin fee / account holder | $5,049 | $4,536+11.3% | $5,961-15.3% | $5,306-4.8% |