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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 | $59,832 | $56,116+6.6% | $135,768-55.9% | $86,983-31.2% |
| Participation rate | 44.1% | 60.1%-16.0pp | 71.1%-27.0pp | 69.5%-25.4pp |
| Annual return | 16.42% | 125.33%-108.9pp | 526.10%-509.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,006 | $2,690+48.9% | $3,977+0.7% | $4,194-4.5% |
| Admin fee / account holder | $1,451 | $4,314-66.4% | $7,048-79.4% | $7,856-81.5% |