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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 | $64,839 | $58,493+10.8% | $84,023-22.8% | $72,976-11.2% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.0%-33.3pp | 69.5%-33.8pp |
| Annual return | 17.37% | 28.93%-11.6pp | 71.32%-54.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,178 | $2,394-50.8% | $3,239-63.6% | $3,608-67.3% |
| Admin fee / account holder | $8,782 | $4,569+92.2% | $6,102+43.9% | $5,124+71.4% |