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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 | $45,487 | $42,546+6.9% | $71,796-36.6% | $55,167-17.5% |
| Participation rate | 21.2% | 59.1%-38.0pp | 69.1%-47.9pp | 69.0%-47.8pp |
| Annual return | 10.85% | 12.36%-1.5pp | 78.04%-67.2pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,816 | $2,064-12.0% | $2,794-35.0% | $3,054-40.5% |
| Admin fee / account holder | $647 | $650-0.4% | $4,815-86.6% | $504+28.4% |