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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 | $52,249 | $63,845-18.2% | $81,370-35.8% | $80,959-35.5% |
| Participation rate | 54.5% | 63.9%-9.3pp | 69.5%-15.0pp | 67.7%-13.1pp |
| Annual return | 18.33% | 16.37%+2.0pp | 24.85%-6.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,268 | $3,093+38.0% | $3,885+9.9% | $4,300-0.8% |
| Admin fee / account holder | $3,089 | $5,688-45.7% | $5,749-46.3% | $6,925-55.4% |