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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 | $48,884 | $59,440-17.8% | $78,004-37.3% | $82,637-40.8% |
| Participation rate | 49.2% | 62.8%-13.6pp | 69.4%-20.3pp | 68.1%-18.9pp |
| Annual return | 16.80% | 40.24%-23.4pp | 31.07%-14.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,548 | $3,138-50.7% | $4,092-62.2% | $4,126-62.5% |
| Admin fee / account holder | $1,016 | $5,504-81.5% | $7,578-86.6% | $7,339-86.2% |