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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 | $54,244 | $37,446+44.9% | $77,513-30.0% | $79,852-32.1% |
| Participation rate | 34.7% | 41.5%-6.8pp | 54.2%-19.5pp | 69.6%-34.9pp |
| Annual return | 15.22% | 39.76%-24.5pp | 54.81%-39.6pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,346 | $1,261+6.7% | $1,861-27.7% | $3,740-64.0% |
| Admin fee / account holder | $1,648 | $2,506-34.2% | $2,859-42.4% | $5,306-68.9% |