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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 | $46,969 | $45,079+4.2% | $69,461-32.4% | $72,983-35.6% |
| Participation rate | 17.1% | 68.5%-51.4pp | 74.6%-57.5pp | 69.5%-52.3pp |
| Annual return | 20.09% | 22.65%-2.6pp | 28.97%-8.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,035 | $2,603-60.2% | $3,536-70.7% | $3,608-71.3% |
| Admin fee / account holder | $14,589 | $3,056+377.4% | $3,840+280.0% | $5,124+184.7% |