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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 | $44,627 | $62,672-28.8% | $185,117-75.9% | $70,126-36.4% |
| Participation rate | 65.4% | 63.8%+1.6pp | 77.3%-11.9pp | 69.5%-4.2pp |
| Annual return | 16.39% | 40.79%-24.4pp | 40.50%-24.1pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,927 | $3,272-10.5% | $5,045-42.0% | $3,332-12.2% |
| Admin fee / account holder | $444 | $3,932-88.7% | $8,159-94.6% | $4,645-90.4% |