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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 | $59,014 | $47,848+23.3% | $81,473-27.6% | $70,126-15.8% |
| Participation rate | 46.9% | 58.3%-11.4pp | 68.0%-21.1pp | 69.5%-22.7pp |
| Annual return | 15.63% | 27.25%-11.6pp | 38.78%-23.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,085 | $2,453+25.8% | $3,537-12.8% | $3,332-7.4% |
| Admin fee / account holder | $19,454 | $3,145+518.6% | $4,561+326.5% | $4,645+318.8% |