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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 | $54,577 | $69,515-21.5% | $86,868-37.2% | $85,856-36.4% |
| Participation rate | 57.1% | 66.3%-9.2pp | 71.6%-14.5pp | 69.3%-12.2pp |
| Annual return | 22.51% | 20.12%+2.4pp | 63.53%-41.0pp | 318.58%-296.1pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,732 | $2,919-40.7% | $3,699-53.2% | $3,952-56.2% |
| Admin fee / account holder | $1,922 | $5,972-67.8% | $5,829-67.0% | $6,261-69.3% |