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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 | $16,814 | $47,848-64.9% | $81,473-79.4% | $70,126-76.0% |
| Participation rate | 63.6% | 58.3%+5.4pp | 68.0%-4.3pp | 69.5%-5.9pp |
| Annual return | 22.06% | 27.25%-5.2pp | 38.78%-16.7pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,190 | $2,453-10.7% | $3,537-38.1% | $3,332-34.3% |
| Admin fee / account holder | $570 | $3,145-81.9% | $4,561-87.5% | $4,645-87.7% |