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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 | $52,315 | $51,184+2.2% | $66,439-21.3% | $86,983-39.9% |
| Participation rate | 46.4% | 68.5%-22.1pp | 74.5%-28.1pp | 69.5%-23.1pp |
| Annual return | 15.26% | 17.07%-1.8pp | 757.66%-742.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,056 | $2,927-29.8% | $3,876-47.0% | $4,194-51.0% |
| Admin fee / account holder | $8,038 | $4,154+93.5% | $6,173+30.2% | $7,856+2.3% |