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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 | $45,916 | $85,171-46.1% | $172,753-73.4% | $72,976-37.1% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 18.18% | 27.32%-9.1pp | 803.00%-784.8pp | 81.02%-62.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,932 | $3,260-40.7% | $5,198-62.8% | $3,608-46.4% |
| Admin fee / account holder | $26,598 | $5,880+352.3% | $13,956+90.6% | $5,124+419.1% |