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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 | $51,147 | $49,280+3.8% | $67,313-24.0% | $64,173-20.3% |
| Participation rate | 54.2% | 60.8%-6.5pp | 69.1%-14.8pp | 69.6%-15.3pp |
| Annual return | 4.04% | -1.39%+5.4pp | -4.08%+8.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,248 | $2,484+30.7% | $3,568-9.0% | $3,470-6.4% |
| Admin fee / account holder | $2,363 | $3,863-38.8% | $4,507-47.6% | $4,887-51.7% |