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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 | $53,374 | $48,078+11.0% | $78,676-32.2% | $62,881-15.1% |
| Participation rate | 20.5% | 65.2%-44.7pp | 73.6%-53.1pp | 69.3%-48.8pp |
| Annual return | 61.99% | 31.36%+30.6pp | 62.19%-0.2pp | 20.14%+41.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $971 | $2,587-62.5% | $3,517-72.4% | $3,203-69.7% |
| Admin fee / account holder | $4,173 | $3,206+30.2% | $4,510-7.5% | $4,296-2.9% |