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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 | $60,895 | $55,453+9.8% | $170,435-64.3% | $62,293-2.2% |
| Participation rate | 66.7% | 66.4%+0.3pp | 83.6%-16.9pp | 69.5%-2.8pp |
| Annual return | 16.71% | 21.38%-4.7pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,209 | $2,303-4.1% | $4,939-55.3% | $3,169-30.3% |
| Admin fee / account holder | $4,521 | $455+893.5% | $13,881-67.4% | $479+843.2% |