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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 | $49,505 | $36,948+34.0% | $73,658-32.8% | $87,485-43.4% |
| Participation rate | 30.8% | 46.8%-16.0pp | 57.0%-26.3pp | 68.9%-38.2pp |
| Annual return | 16.41% | 28.64%-12.2pp | 29.72%-13.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,346 | $1,379-2.4% | $2,062-34.7% | $4,274-68.5% |
| Admin fee / account holder | $1,045 | $2,531-58.7% | $3,357-68.9% | $7,775-86.6% |