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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 | $59,683 | $57,073+4.6% | $85,126-29.9% | $80,925-26.2% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 18.70% | 21.69%-3.0pp | 66.63%-47.9pp | 35.65%-17.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,081 | $3,113-65.3% | $4,523-76.1% | $4,299-74.9% |
| Admin fee / account holder | $16,526 | $4,988+231.3% | $6,160+168.3% | $6,940+138.1% |