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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 | $62,766 | $58,523+7.2% | $99,475-36.9% | $72,975-14.0% |
| Participation rate | 14.5% | 64.6%-50.2pp | 73.8%-59.4pp | 69.5%-55.0pp |
| Annual return | 22.50% | 28.51%-6.0pp | 30.72%-8.2pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,168 | $2,606-55.2% | $3,619-67.7% | $3,608-67.6% |
| Admin fee / account holder | $476 | $4,102-88.4% | $6,252-92.4% | $5,124-90.7% |