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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 | $57,383 | $57,140+0.4% | $85,240-32.7% | $80,959-29.1% |
| Participation rate | 7.1% | 56.4%-49.3pp | 67.5%-60.4pp | 67.7%-60.5pp |
| Annual return | 14.73% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $920 | $3,115-70.5% | $4,527-79.7% | $4,300-78.6% |
| Admin fee / account holder | $1,949 | $4,992-61.0% | $6,165-68.4% | $6,925-71.9% |