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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 | $50,675 | $83,898-39.6% | $133,346-62.0% | $94,015-46.1% |
| Participation rate | 65.6% | 63.4%+2.3pp | 72.8%-7.2pp | 70.8%-5.2pp |
| Annual return | 15.91% | 16.00%-0.1pp | 36.85%-20.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,967 | $3,245-8.6% | $4,332-31.5% | $4,249-30.2% |
| Admin fee / account holder | $2,644 | $7,809-66.1% | $14,264-81.5% | $8,951-70.5% |