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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 | $71,781 | $72,273-0.7% | $101,275-29.1% | $79,856-10.1% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.95% | 22.30%-11.3pp | 46.48%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,579 | $3,282-21.4% | $4,371-41.0% | $3,741-31.1% |
| Admin fee / account holder | $809 | $4,401-81.6% | $5,948-86.4% | $5,306-84.8% |