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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 | $51,312 | $46,599+10.1% | $64,101-20.0% | $75,173-31.7% |
| Participation rate | 10.0% | 65.9%-55.9pp | 72.3%-62.3pp | 67.2%-57.2pp |
| Annual return | 11.69% | 26.06%-14.4pp | 33.72%-22.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,229 | $2,837-56.7% | $3,881-68.3% | $4,126-70.2% |
| Admin fee / account holder | $1,050 | $2,956-64.5% | $3,070-65.8% | $5,651-81.4% |