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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 | $35,692 | $49,249-27.5% | $70,476-49.4% | $79,852-55.3% |
| Participation rate | 69.8% | 69.2%+0.6pp | 75.1%-5.3pp | 69.6%+0.1pp |
| Annual return | 14.08% | 30.09%-16.0pp | 109.12%-95.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,485 | $2,769-10.2% | $3,710-33.0% | $3,740-33.6% |
| Admin fee / account holder | $4,879 | $2,878+69.5% | $3,847+26.8% | $5,306-8.0% |