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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 | $50,922 | $78,423-35.1% | $95,964-46.9% | $79,856-36.2% |
| Participation rate | 53.2% | 73.5%-20.3pp | 77.1%-23.9pp | 69.6%-16.4pp |
| Annual return | 10.62% | 19.37%-8.8pp | 91.64%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,129 | $3,440-38.1% | $4,167-48.9% | $3,741-43.1% |
| Admin fee / account holder | $1,376 | $5,622-75.5% | $6,797-79.8% | $5,306-74.1% |