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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 | $54,321 | $58,512-7.2% | $84,020-35.3% | $72,983-25.6% |
| Participation rate | 61.9% | 61.2%+0.7pp | 69.0%-7.1pp | 69.5%-7.6pp |
| Annual return | 19.88% | 28.93%-9.1pp | 71.31%-51.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,519 | $2,394+47.0% | $3,239+8.7% | $3,608-2.5% |
| Admin fee / account holder | $12,495 | $4,569+173.5% | $6,101+104.8% | $5,124+143.9% |