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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 | $55,350 | $54,541+1.5% | $78,778-29.7% | $70,126-21.1% |
| Participation rate | 61.2% | 60.8%+0.4pp | 69.2%-8.0pp | 69.5%-8.3pp |
| Annual return | 13.39% | 21.07%-7.7pp | 35.62%-22.2pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,581 | $2,210+62.0% | $2,958+21.1% | $3,332+7.5% |
| Admin fee / account holder | $1,658 | $3,709-55.3% | $5,134-67.7% | $4,645-64.3% |