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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 | $50,026 | $49,025+2.0% | $87,502-42.8% | $62,881-20.4% |
| Participation rate | 23.4% | 64.9%-41.5pp | 73.8%-50.4pp | 69.3%-45.9pp |
| Annual return | 5.72% | 10.02%-4.3pp | 12.21%-6.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,056 | $2,289-53.9% | $3,149-66.5% | $3,203-67.0% |
| Admin fee / account holder | $8,072 | $4,065+98.5% | $4,221+91.2% | $4,296+87.9% |