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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 | $74,535-26.0% | $100,712-45.2% | $82,637-33.2% |
| Participation rate | 50.8% | 61.2%-10.4pp | 69.3%-18.5pp | 68.1%-17.2pp |
| Annual return | 19.56% | 18.92%+0.6pp | 33.27%-13.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,961 | $3,074-36.2% | $4,085-52.0% | $4,126-52.5% |
| Admin fee / account holder | $1,131 | $6,576-82.8% | $9,256-87.8% | $7,339-84.6% |