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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 | $54,471 | $69,977-22.2% | $108,582-49.8% | $62,881-13.4% |
| Participation rate | 45.5% | 72.9%-27.4pp | 79.6%-34.1pp | 69.3%-23.9pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,751 | $3,165-44.7% | $4,311-59.4% | $3,203-45.3% |
| Admin fee / account holder | $4,341 | $5,076-14.5% | $7,645-43.2% | $4,296+1.0% |