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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 | $55,139 | $51,466+7.1% | $78,778-30.0% | $62,293-11.5% |
| Participation rate | 52.4% | 59.8%-7.4pp | 69.2%-16.8pp | 69.5%-17.1pp |
| Annual return | 13.46% | 19.96%-6.5pp | 35.62%-22.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,443 | $2,147-32.8% | $2,958-51.2% | $3,169-54.5% |
| Admin fee / account holder | $3,438 | $489+602.6% | $5,134-33.0% | $479+617.2% |