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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 | $51,765 | $49,976+3.6% | $66,674-22.4% | $82,637-37.4% |
| Participation rate | 20.5% | 63.1%-42.6pp | 73.7%-53.2pp | 68.1%-47.6pp |
| Annual return | 16.48% | 39.09%-22.6pp | 321.24%-304.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,787 | $2,847-37.2% | $4,084-56.3% | $4,126-56.7% |
| Admin fee / account holder | $2,616 | $4,594-43.0% | $5,098-48.7% | $7,339-64.3% |