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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 | $50,917 | $78,682-35.3% | $109,188-53.4% | $85,851-40.7% |
| Participation rate | 61.2% | 68.3%-7.1pp | 75.9%-14.7pp | 69.3%-8.1pp |
| Annual return | 24.50% | 25.09%-0.6pp | 25.76%-1.3pp | 318.63%-294.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,028 | $3,468-41.5% | $4,654-56.4% | $3,952-48.7% |
| Admin fee / account holder | $7,292 | $5,470+33.3% | $6,755+7.9% | $6,261+16.5% |