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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 | $57,061+0.6% | $85,063-32.5% | $80,911-29.1% |
| Participation rate | 7.1% | 56.3%-49.2pp | 67.5%-60.4pp | 67.6%-60.5pp |
| Annual return | 14.73% | 21.66%-6.9pp | 66.54%-51.8pp | 35.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $920 | $3,110-70.4% | $4,523-79.6% | $4,297-78.6% |
| Admin fee / account holder | $1,949 | $4,986-60.9% | $6,155-68.3% | $6,935-71.9% |