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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 | $49,102 | $58,493-16.1% | $84,023-41.6% | $72,976-32.7% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.0%-4.2pp | 69.5%-4.7pp |
| Annual return | 17.80% | 28.93%-11.1pp | 71.32%-53.5pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,207 | $2,394-7.8% | $3,239-31.9% | $3,608-38.8% |
| Admin fee / account holder | $6,237 | $4,569+36.5% | $6,102+2.2% | $5,124+21.7% |