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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 | $55,176 | $76,834-28.2% | $108,359-49.1% | $87,485-36.9% |
| Participation rate | 50.8% | 61.7%-10.9pp | 70.1%-19.3pp | 68.9%-18.1pp |
| Annual return | 19.56% | 19.09%+0.5pp | 36.89%-17.3pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,961 | $3,100-36.7% | $4,137-52.6% | $4,274-54.1% |
| Admin fee / account holder | $1,131 | $6,537-82.7% | $9,741-88.4% | $7,775-85.4% |