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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 | $54,449 | $45,050+20.9% | $63,018-13.6% | $70,126-22.4% |
| Participation rate | 24.6% | 69.5%-44.9pp | 74.8%-50.2pp | 69.5%-45.0pp |
| Annual return | 14.40% | 18.76%-4.4pp | 87.62%-73.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $892 | $2,466-63.8% | $3,330-73.2% | $3,332-73.2% |
| Admin fee / account holder | $891 | $2,834-68.6% | $3,601-75.3% | $4,645-80.8% |