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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 | $49,619 | $67,606-26.6% | $82,313-39.7% | $70,124-29.2% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.9%-22.9pp | 69.5%-15.6pp |
| Annual return | 12.65% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,504 | $2,987-49.7% | $3,706-59.4% | $3,332-54.9% |
| Admin fee / account holder | $15,595 | $4,512+245.6% | $5,608+178.1% | $4,645+235.7% |