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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 | $49,718 | $54,541-8.8% | $78,778-36.9% | $70,124-29.1% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 15.23% | 21.07%-5.8pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,803 | $2,210-18.4% | $2,958-39.1% | $3,332-45.9% |
| Admin fee / account holder | $11,252 | $3,709+203.4% | $5,134+119.2% | $4,645+142.2% |