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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 | $66,789 | $59,839+11.6% | $81,988-18.5% | $79,858-16.4% |
| Participation rate | 61.9% | 61.6%+0.3pp | 69.3%-7.3pp | 69.6%-7.7pp |
| Annual return | 10.47% | 17.56%-7.1pp | 41.31%-30.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,018 | $2,695-25.1% | $3,722-45.8% | $3,740-46.0% |
| Admin fee / account holder | $2,160 | $4,287-49.6% | $5,665-61.9% | $5,306-59.3% |