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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 | $42,779 | $58,512-26.9% | $84,020-49.1% | $72,983-41.4% |
| Participation rate | 50.9% | 61.2%-10.3pp | 69.0%-18.1pp | 69.5%-18.6pp |
| Annual return | 21.64% | 28.93%-7.3pp | 71.31%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,459 | $2,394+44.5% | $3,239+6.8% | $3,608-4.1% |
| Admin fee / account holder | $847 | $4,569-81.5% | $6,101-86.1% | $5,124-83.5% |