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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 | $51,915 | $42,383+22.5% | $76,518-32.2% | $64,173-19.1% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 2.25% | -16.54%+18.8pp | -0.27%+2.5pp | 7.63%-5.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,185 | $2,566-14.9% | $3,836-43.0% | $3,470-37.0% |
| Admin fee / account holder | $343 | $3,198-89.3% | $4,849-92.9% | $4,887-93.0% |