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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 | $26,026 | $32,425-19.7% | $74,577-65.1% | $55,167-52.8% |
| Participation rate | 52.8% | 54.0%-1.2pp | 68.1%-15.3pp | 69.0%-16.2pp |
| Annual return | 22.70% | 10.63%+12.1pp | 20.47%+2.2pp | 169.23%-146.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,574 | $1,995-21.1% | $3,458-54.5% | $3,054-48.5% |
| Admin fee / account holder | $4,174 | $748+457.7% | $4,138+0.9% | $504+728.4% |