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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 | $46,558 | $62,583-25.6% | $76,767-39.4% | $64,173-27.4% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | 8.17% | -1.95%+10.1pp | 2.43%+5.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,445 | $3,145-54.1% | $3,852-62.5% | $3,470-58.4% |
| Admin fee / account holder | $6,494 | $4,667+39.2% | $6,675-2.7% | $4,887+32.9% |