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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 | $42,012 | $48,364-13.1% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 64.4% | 60.6%+3.8pp | 69.1%-4.7pp | 69.3%-4.9pp |
| Annual return | 11.18% | 13.16%-2.0pp | 78.04%-66.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,146 | $2,091+2.6% | $2,794-23.2% | $3,203-33.0% |
| Admin fee / account holder | $2,002 | $3,771-46.9% | $4,815-58.4% | $4,296-53.4% |