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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 | $55,235 | $65,361-15.5% | $92,903-40.5% | $72,983-24.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 17.31% | 42.11%-24.8pp | 109.43%-92.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,545 | $3,128-18.6% | $4,238-39.9% | $3,608-29.5% |
| Admin fee / account holder | $25,247 | $4,251+493.9% | $5,795+335.7% | $5,124+392.7% |