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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 | $67,806 | $65,034+4.3% | $90,970-25.5% | $79,856-15.1% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.4pp |
| Annual return | 17.89% | 30.45%-12.6pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,572 | $2,512+2.4% | $3,373-23.7% | $3,741-31.2% |
| Admin fee / account holder | $4,885 | $4,536+7.7% | $5,961-18.1% | $5,306-8.0% |