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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 | $56,528 | $54,541+3.6% | $78,778-28.2% | $70,124-19.4% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.2%-22.0pp | 69.5%-22.3pp |
| Annual return | 17.64% | 21.07%-3.4pp | 35.62%-18.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,962 | $2,210+34.0% | $2,958+0.1% | $3,332-11.1% |
| Admin fee / account holder | $4,627 | $3,709+24.8% | $5,134-9.9% | $4,645-0.4% |