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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 | $76,892 | $72,492+6.1% | $87,104-11.7% | $72,975+5.4% |
| Participation rate | 51.4% | 72.8%-21.5pp | 76.9%-25.5pp | 69.5%-18.1pp |
| Annual return | 24.88% | 24.46%+0.4pp | 28.19%-3.3pp | 81.01%-56.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,447 | $3,270-25.2% | $4,048-39.6% | $3,608-32.2% |
| Admin fee / account holder | $30,256 | $5,055+498.6% | $7,491+303.9% | $5,124+490.5% |