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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 | $54,749 | $49,177+11.3% | $79,467-31.1% | $64,173-14.7% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | 8.67% | -1.16%+9.8pp | 718.30%-709.6pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,500 | $2,821+130.4% | $3,704+75.5% | $3,470+87.3% |
| Admin fee / account holder | $4,005 | $3,839+4.3% | $5,104-21.5% | $4,887-18.1% |