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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 | $27,492 | $57,590-52.3% | $86,233-68.1% | $82,448-66.7% |
| Participation rate | 59.3% | 57.9%+1.4pp | 69.0%-9.8pp | 68.1%-8.8pp |
| Annual return | 25.35% | 22.41%+2.9pp | 61.39%-36.0pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,626 | $3,080+115.1% | $4,559+45.3% | $4,139+60.1% |
| Admin fee / account holder | $1,570 | $4,730-66.8% | $8,342-81.2% | $7,234-78.3% |