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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 | $60,079 | $67,602-11.1% | $82,312-27.0% | $70,126-14.3% |
| Participation rate | 43.6% | 72.8%-29.2pp | 76.9%-33.3pp | 69.5%-26.0pp |
| Annual return | 13.86% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,912 | $2,987-36.0% | $3,706-48.4% | $3,332-42.6% |
| Admin fee / account holder | $10,675 | $4,512+136.6% | $5,608+90.4% | $4,645+129.8% |