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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 | $46,031 | $43,075+6.9% | $74,577-38.3% | $62,881-26.8% |
| Participation rate | 57.5% | 58.1%-0.6pp | 68.1%-10.6pp | 69.3%-11.8pp |
| Annual return | 10.61% | 17.50%-6.9pp | 20.47%-9.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,970 | $2,389-17.6% | $3,458-43.0% | $3,203-38.5% |
| Admin fee / account holder | $4,665 | $2,840+64.3% | $4,138+12.7% | $4,296+8.6% |