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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 | $53,931 | $45,343+18.9% | $150,298-64.1% | $67,986-20.7% |
| Participation rate | 17.5% | 51.9%-34.4pp | 77.8%-60.3pp | 57.2%-39.7pp |
| Annual return | 14.89% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $997 | $2,055-51.5% | $5,453-81.7% | $3,358-70.3% |
| Admin fee / account holder | $3,371 | $2,250+49.8% | $14,116-76.1% | $3,203+5.2% |