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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 | $27,992 | $47,848-41.5% | $81,478-65.6% | $70,131-60.1% |
| Participation rate | 58.8% | 58.3%+0.5pp | 68.0%-9.1pp | 69.5%-10.7pp |
| Annual return | 16.52% | 27.25%-10.7pp | 38.78%-22.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,484 | $2,453+1.3% | $3,537-29.8% | $3,332-25.4% |
| Admin fee / account holder | $2,467 | $3,145-21.5% | $4,561-45.9% | $4,645-46.9% |