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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 | $37,156+33.2% | $83,854-41.0% | $86,983-43.1% |
| Participation rate | 30.8% | 49.1%-18.3pp | 59.1%-28.3pp | 69.5%-38.8pp |
| Annual return | 16.41% | 29.88%-13.5pp | 31.39%-15.0pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,346 | $1,418-5.1% | $2,035-33.9% | $4,194-67.9% |
| Admin fee / account holder | $1,045 | $2,510-58.4% | $3,197-67.3% | $7,856-86.7% |