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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 | $54,423 | $59,839-9.1% | $81,991-33.6% | $79,852-31.8% |
| Participation rate | 64.5% | 61.6%+2.9pp | 69.3%-4.7pp | 69.6%-5.1pp |
| Annual return | 15.36% | 17.56%-2.2pp | 41.31%-26.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,160 | $2,695-19.9% | $3,722-42.0% | $3,740-42.3% |
| Admin fee / account holder | $8,432 | $4,287+96.7% | $5,665+48.9% | $5,306+58.9% |