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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 | $49,207 | $73,787-33.3% | $98,716-50.2% | $82,448-40.3% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 16.97% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,866 | $3,081-7.0% | $4,048-29.2% | $4,139-30.8% |
| Admin fee / account holder | $5,120 | $6,500-21.2% | $8,703-41.2% | $7,234-29.2% |