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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 | $24,995 | $49,138-49.1% | $84,023-70.3% | $65,186-61.7% |
| Participation rate | 55.6% | 60.7%-5.2pp | 69.0%-13.5pp | 70.2%-14.6pp |
| Annual return | 38.21% | 23.00%+15.2pp | 71.32%-33.1pp | 29.39%+8.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,449 | $2,397-39.6% | $3,239-55.3% | $3,514-58.8% |
| Admin fee / account holder | $2,257 | $543+315.5% | $6,102-63.0% | $847+166.4% |