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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 | $56,942 | $54,541+4.4% | $78,778-27.7% | $70,126-18.8% |
| Participation rate | 48.0% | 60.8%-12.8pp | 69.2%-21.2pp | 69.5%-21.5pp |
| Annual return | 17.35% | 21.07%-3.7pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $997 | $2,210-54.9% | $2,958-66.3% | $3,332-70.1% |
| Admin fee / account holder | $900 | $3,709-75.7% | $5,134-82.5% | $4,645-80.6% |