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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 | $54,874 | $61,815-11.2% | $97,295-43.6% | $80,959-32.2% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.7%-15.7pp |
| Annual return | 17.67% | -558.73%+576.4pp | 75.62%-57.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,317 | $3,027-56.5% | $4,264-69.1% | $4,300-69.4% |
| Admin fee / account holder | $343 | $5,166-93.4% | $5,646-93.9% | $6,925-95.0% |