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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 | $43,496+24.0% | $161,489-66.6% | $64,340-16.2% |
| Participation rate | 17.5% | 53.5%-36.1pp | 78.7%-61.2pp | 55.2%-37.8pp |
| Annual return | 14.89% | 20.76%-5.9pp | 89.72%-74.8pp | 24.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $997 | $1,996-50.0% | $5,630-82.3% | $2,980-66.5% |
| Admin fee / account holder | $3,371 | $2,330+44.6% | $16,006-78.9% | $3,703-9.0% |