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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 | $53,659 | $45,041+19.1% | $63,003-14.8% | $70,131-23.5% |
| Participation rate | 26.8% | 69.5%-42.7pp | 74.8%-48.0pp | 69.5%-42.7pp |
| Annual return | 14.40% | 18.76%-4.4pp | 87.59%-73.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,729 | $2,465-29.9% | $3,329-48.1% | $3,332-48.1% |
| Admin fee / account holder | $301 | $2,836-89.4% | $3,600-91.6% | $4,645-93.5% |