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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 | $59,005 | $58,311+1.2% | $81,882-27.9% | $80,959-27.1% |
| Participation rate | 51.2% | 63.5%-12.3pp | 72.4%-21.2pp | 67.7%-16.4pp |
| Annual return | 15.28% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,591 | $3,287-51.6% | $4,323-63.2% | $4,300-63.0% |
| Admin fee / account holder | $1,666 | $4,752-64.9% | $7,360-77.4% | $6,925-75.9% |