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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 | $47,857 | $64,462-25.8% | $81,482-41.3% | $80,911-40.9% |
| Participation rate | 59.4% | 63.9%-4.5pp | 69.5%-10.1pp | 67.6%-8.3pp |
| Annual return | 15.94% | 16.35%-0.4pp | 24.79%-8.8pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,050 | $3,094+127.9% | $3,885+81.5% | $4,297+64.1% |
| Admin fee / account holder | $935 | $5,678-83.5% | $5,761-83.8% | $6,935-86.5% |