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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 | $62,572 | $69,590-10.1% | $136,867-54.3% | $94,015-33.4% |
| Participation rate | 57.6% | 66.3%-8.7pp | 74.5%-17.0pp | 70.8%-13.2pp |
| Annual return | 10.98% | 19.62%-8.6pp | 42.97%-32.0pp | 17.84%-6.9pp |
| Employer contribution / active EE | $13 | $2,396-99.5% | $3,547-99.6% | $2,790-99.5% |
| Participant deferral / active EE | $2,974 | $3,437-13.5% | $4,924-39.6% | $4,249-30.0% |
| Admin fee / account holder | $21,240 | $8,912+138.3% | $10,340+105.4% | $8,951+137.3% |