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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 | $49,885 | $48,011+3.9% | $63,803-21.8% | $82,637-39.6% |
| Participation rate | 28.3% | 66.6%-38.3pp | 72.7%-44.4pp | 68.1%-39.8pp |
| Annual return | 12.52% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,154 | $2,846-24.3% | $3,843-43.9% | $4,126-47.8% |
| Admin fee / account holder | $2,037 | $3,873-47.4% | $5,196-60.8% | $7,339-72.2% |