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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 | $65,178 | $61,660+5.7% | $80,022-18.5% | $64,173+1.6% |
| Participation rate | 61.7% | 71.7%-10.0pp | 75.8%-14.1pp | 69.6%-7.9pp |
| Annual return | 6.60% | -0.33%+6.9pp | 11.22%-4.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,780 | $2,968-40.0% | $3,686-51.7% | $3,470-48.7% |
| Admin fee / account holder | $32,870 | $5,417+506.8% | $6,521+404.1% | $4,887+572.6% |