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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 | $17,538 | $47,848-63.3% | $81,473-78.5% | $70,126-75.0% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 21.89% | 27.25%-5.4pp | 38.78%-16.9pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,012 | $2,453-58.7% | $3,537-71.4% | $3,332-69.6% |
| Admin fee / account holder | $699 | $3,145-77.8% | $4,561-84.7% | $4,645-85.0% |