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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 | $24,618 | $48,364-49.1% | $71,796-65.7% | $62,881-60.8% |
| Participation rate | 60.9% | 60.6%+0.2pp | 69.1%-8.2pp | 69.3%-8.4pp |
| Annual return | 12.31% | 13.16%-0.9pp | 78.04%-65.7pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,217 | $2,091+6.0% | $2,794-20.7% | $3,203-30.8% |
| Admin fee / account holder | $2,150 | $3,771-43.0% | $4,815-55.4% | $4,296-50.0% |