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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 | $45,920 | $63,845-28.1% | $81,370-43.6% | $80,959-43.3% |
| Participation rate | 54.1% | 63.9%-9.8pp | 69.5%-15.4pp | 67.7%-13.6pp |
| Annual return | 25.48% | 16.37%+9.1pp | 24.85%+0.6pp | 35.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,150 | $3,093-30.5% | $3,885-44.7% | $4,300-50.0% |
| Admin fee / account holder | $8,580 | $5,688+50.8% | $5,749+49.2% | $6,925+23.9% |