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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 | $55,103 | $58,828-6.3% | $78,002-29.4% | $62,881-12.4% |
| Participation rate | 65.7% | 71.1%-5.3pp | 75.5%-9.8pp | 69.3%-3.6pp |
| Annual return | 11.26% | 17.16%-5.9pp | 425.99%-414.7pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,626 | $2,686-39.5% | $3,497-53.5% | $3,203-49.2% |
| Admin fee / account holder | $4,967 | $4,393+13.1% | $5,481-9.4% | $4,296+15.6% |