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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 | $57,236 | $57,140+0.2% | $85,240-32.9% | $80,959-29.3% |
| Participation rate | 48.8% | 56.4%-7.6pp | 67.5%-18.7pp | 67.7%-18.9pp |
| Annual return | 15.09% | 21.71%-6.6pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,455 | $3,115-21.2% | $4,527-45.8% | $4,300-42.9% |
| Admin fee / account holder | $1,494 | $4,992-70.1% | $6,165-75.8% | $6,925-78.4% |