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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 | $50,008 | $55,684-10.2% | $75,900-34.1% | $72,976-31.5% |
| Participation rate | 62.1% | 61.1%+0.9pp | 69.3%-7.2pp | 69.5%-7.4pp |
| Annual return | 20.81% | 27.60%-6.8pp | 30.73%-9.9pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,133 | $2,634-57.0% | $3,604-68.6% | $3,608-68.6% |
| Admin fee / account holder | $30,475 | $3,981+665.5% | $5,421+462.2% | $5,124+494.7% |