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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 | $49,805 | $44,425+12.1% | $67,834-26.6% | $55,167-9.7% |
| Participation rate | 17.4% | 59.7%-42.3pp | 68.8%-51.4pp | 69.0%-51.6pp |
| Annual return | 6.85% | 17.80%-10.9pp | 138.47%-131.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $842 | $2,166-61.1% | $3,160-73.3% | $3,054-72.4% |
| Admin fee / account holder | $761 | $530+43.4% | $4,622-83.5% | $504+50.9% |