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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 | $61,061 | $64,909-5.9% | $82,312-25.8% | $62,293-2.0% |
| Participation rate | 52.4% | 74.9%-22.4pp | 76.9%-24.5pp | 69.5%-17.1pp |
| Annual return | 23.08% | 21.18%+1.9pp | 25.88%-2.8pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,969 | $3,103-4.3% | $3,706-19.9% | $3,169-6.3% |
| Admin fee / account holder | $13,585 | $440+2990.2% | $5,608+142.2% | $479+2734.0% |