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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 | $52,348 | $58,493-10.5% | $84,021-37.7% | $72,975-28.3% |
| Participation rate | 56.9% | 61.2%-4.4pp | 69.0%-12.2pp | 69.5%-12.6pp |
| Annual return | 24.75% | 28.93%-4.2pp | 71.32%-46.6pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,399 | $2,394+0.2% | $3,239-25.9% | $3,608-33.5% |
| Admin fee / account holder | $759 | $4,569-83.4% | $6,102-87.6% | $5,124-85.2% |