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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 | $49,847 | $70,917-29.7% | $98,920-49.6% | $73,493-32.2% |
| Participation rate | 23.5% | 73.8%-50.3pp | 76.0%-52.5pp | 70.7%-47.2pp |
| Annual return | 13.20% | 34.18%-21.0pp | 196.47%-183.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,774 | $3,501-49.3% | $4,245-58.2% | $3,740-52.6% |
| Admin fee / account holder | $11,571 | $535+2063.2% | $6,643+74.2% | $513+2155.1% |