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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 | $50,774 | $55,684-8.8% | $75,900-33.1% | $72,976-30.4% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.3%-5.4pp | 69.5%-5.6pp |
| Annual return | 22.71% | 27.60%-4.9pp | 30.73%-8.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,273 | $2,634+24.3% | $3,604-9.2% | $3,608-9.3% |
| Admin fee / account holder | $5,833 | $3,981+46.5% | $5,421+7.6% | $5,124+13.8% |