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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 | $32,323 | $54,541-40.7% | $78,778-59.0% | $70,126-53.9% |
| Participation rate | 48.4% | 60.8%-12.4pp | 69.2%-20.8pp | 69.5%-21.2pp |
| Annual return | 16.82% | 21.07%-4.3pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,023 | $2,210-53.7% | $2,958-65.4% | $3,332-69.3% |
| Admin fee / account holder | $1,066 | $3,709-71.3% | $5,134-79.2% | $4,645-77.1% |