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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 | $11,209 | $57,140-80.4% | $85,240-86.8% | $80,959-86.2% |
| Participation rate | 60.4% | 56.4%+4.0pp | 67.5%-7.2pp | 67.7%-7.3pp |
| Annual return | 40.79% | 21.71%+19.1pp | 66.75%-26.0pp | 35.67%+5.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,045 | $3,115-2.3% | $4,527-32.7% | $4,300-29.2% |
| Admin fee / account holder | $2,142 | $4,992-57.1% | $6,165-65.3% | $6,925-69.1% |