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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 | $56,323 | $46,732+20.5% | $156,551-64.0% | $55,167+2.1% |
| Participation rate | 48.2% | 65.8%-17.6pp | 84.0%-35.8pp | 69.0%-20.8pp |
| Annual return | 8.60% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,369 | $2,204-37.9% | $4,871-71.9% | $3,054-55.2% |
| Admin fee / account holder | $4,371 | $418+944.9% | $13,028-66.4% | $504+767.5% |