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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 | $53,596 | $46,534+15.2% | $64,097-16.4% | $75,177-28.7% |
| Participation rate | 22.2% | 65.9%-43.7pp | 72.3%-50.1pp | 67.2%-45.0pp |
| Annual return | 16.19% | 26.07%-9.9pp | 33.75%-17.6pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $845 | $2,835-70.2% | $3,881-78.2% | $4,126-79.5% |
| Admin fee / account holder | $4,978 | $2,957+68.4% | $3,070+62.2% | $5,651-11.9% |