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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 | $54,615 | $51,466+6.1% | $78,778-30.7% | $62,293-12.3% |
| Participation rate | 37.4% | 59.8%-22.4pp | 69.2%-31.8pp | 69.5%-32.1pp |
| Annual return | 17.20% | 19.96%-2.8pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $107 | $827-87.1% | $1,986-94.6% | $2,042-94.8% |
| Participant deferral / active EE | $2,949 | $2,147+37.3% | $2,958-0.3% | $3,169-7.0% |
| Admin fee / account holder | $4,141 | $489+746.2% | $5,134-19.3% | $479+763.8% |