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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 | $57,057+0.3% | $85,009-32.7% | $80,874-29.2% |
| Participation rate | 48.8% | 56.4%-7.6pp | 67.5%-18.7pp | 67.6%-18.9pp |
| Annual return | 15.09% | 21.66%-6.6pp | 66.47%-51.4pp | 35.62%-20.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,455 | $3,112-21.1% | $4,522-45.7% | $4,297-42.9% |
| Admin fee / account holder | $1,494 | $4,986-70.0% | $6,153-75.7% | $6,935-78.5% |