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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 | $72,597 | $63,346+14.6% | $92,240-21.3% | $70,126+3.5% |
| Participation rate | 54.9% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.6pp |
| Annual return | 21.26% | 530.19%-508.9pp | 176.29%-155.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,698 | $2,854-5.5% | $3,897-30.8% | $3,332-19.0% |
| Admin fee / account holder | $659 | $3,841-82.9% | $5,194-87.3% | $4,645-85.8% |