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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 | $53,923 | $48,076+12.2% | $78,690-31.5% | $62,891-14.3% |
| Participation rate | 17.1% | 65.2%-48.1pp | 73.6%-56.5pp | 69.3%-52.2pp |
| Annual return | 12.46% | 31.35%-18.9pp | 62.18%-49.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,458 | $2,588-43.7% | $3,517-58.5% | $3,203-54.5% |
| Admin fee / account holder | $2,683 | $3,207-16.3% | $4,511-40.5% | $4,296-37.5% |