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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 | $52,553 | $46,732+12.5% | $156,551-66.4% | $55,167-4.7% |
| Participation rate | 15.9% | 65.8%-49.9pp | 84.0%-68.1pp | 69.0%-53.1pp |
| Annual return | 5.77% | 17.72%-11.9pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,098 | $2,204-50.2% | $4,871-77.5% | $3,054-64.1% |
| Admin fee / account holder | $2,448 | $418+485.1% | $13,028-81.2% | $504+385.8% |