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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 | $66,529 | $65,027+2.3% | $90,970-26.9% | $79,852-16.7% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.0%-23.2pp | 69.6%-23.8pp |
| Annual return | 11.49% | 30.45%-19.0pp | 134.58%-123.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,786 | $2,512+10.9% | $3,373-17.4% | $3,740-25.5% |
| Admin fee / account holder | $1,902 | $4,535-58.1% | $5,960-68.1% | $5,306-64.2% |