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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 | $64,473 | $54,541+18.2% | $78,778-18.2% | $70,126-8.1% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 22.09% | 21.07%+1.0pp | 35.62%-13.5pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,744 | $2,210-21.1% | $2,958-41.0% | $3,332-47.6% |
| Admin fee / account holder | $6,909 | $3,709+86.3% | $5,134+34.6% | $4,645+48.7% |