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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 | $53,392 | $72,027-25.9% | $185,835-71.3% | $79,852-33.1% |
| Participation rate | 52.2% | 65.8%-13.6pp | 78.0%-25.9pp | 69.6%-17.5pp |
| Annual return | 23.25% | 23.13%+0.1pp | 35.96%-12.7pp | 31.72%-8.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,499 | $3,780+19.0% | $5,633-20.1% | $3,740+20.3% |
| Admin fee / account holder | $384 | $4,513-91.5% | $9,502-96.0% | $5,306-92.8% |