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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 | $53,241 | $54,541-2.4% | $78,778-32.4% | $70,126-24.1% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 15.75% | 21.07%-5.3pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,778 | $2,210-19.6% | $2,958-39.9% | $3,332-46.6% |
| Admin fee / account holder | $3,550 | $3,709-4.3% | $5,134-30.9% | $4,645-23.6% |