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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 | $25,534 | $53,774-52.5% | $134,162-81.0% | $79,856-68.0% |
| Participation rate | 48.0% | 58.8%-10.8pp | 72.2%-24.2pp | 69.6%-21.6pp |
| Annual return | 31.97% | 19.01%+13.0pp | 36.35%-4.4pp | 31.71%+0.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,252 | $2,420+117.1% | $3,500+50.1% | $3,741+40.4% |
| Admin fee / account holder | $998 | $3,985-75.0% | $6,685-85.1% | $5,306-81.2% |