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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 | $57,351 | $54,541+5.2% | $78,778-27.2% | $70,126-18.2% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 13.28% | 21.07%-7.8pp | 35.62%-22.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,745 | $2,210-21.1% | $2,958-41.0% | $3,332-47.6% |
| Admin fee / account holder | $831 | $3,709-77.6% | $5,134-83.8% | $4,645-82.1% |