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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 | $51,287 | $65,034-21.1% | $90,970-43.6% | $79,856-35.8% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.0%-8.3pp | 69.6%-8.9pp |
| Annual return | 11.50% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,384 | $2,512-44.9% | $3,373-59.0% | $3,741-63.0% |
| Admin fee / account holder | $795 | $4,536-82.5% | $5,961-86.7% | $5,306-85.0% |