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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 | $51,069 | $58,493-12.7% | $84,021-39.2% | $72,975-30.0% |
| Participation rate | 67.6% | 61.2%+6.4pp | 69.0%-1.4pp | 69.5%-1.8pp |
| Annual return | 21.65% | 28.93%-7.3pp | 71.32%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,955 | $2,394-18.3% | $3,239-39.6% | $3,608-45.8% |
| Admin fee / account holder | $10,441 | $4,569+128.5% | $6,102+71.1% | $5,124+103.8% |