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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 | $61,047 | $47,944+27.3% | $67,834-10.0% | $62,881-2.9% |
| Participation rate | 56.5% | 61.1%-4.6pp | 68.8%-12.3pp | 69.3%-12.9pp |
| Annual return | 7.93% | 11.77%-3.8pp | 138.47%-130.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,791 | $2,247-20.3% | $3,160-43.3% | $3,203-44.1% |
| Admin fee / account holder | $10,394 | $3,712+180.0% | $4,622+124.9% | $4,296+142.0% |