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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 | $55,726 | $41,016+35.9% | $152,093-63.4% | $64,097-13.1% |
| Participation rate | 21.8% | 51.3%-29.6pp | 77.8%-56.0pp | 55.2%-33.4pp |
| Annual return | 14.09% | 39.60%-25.5pp | 66.36%-52.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,187 | $1,927-38.4% | $5,451-78.2% | $3,080-61.4% |
| Admin fee / account holder | $2,840 | $2,305+23.2% | $14,497-80.4% | $3,454-17.8% |