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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 | $50,237 | $117,433-57.2% | $99,475-49.5% | $152,897-67.1% |
| Participation rate | 47.6% | 77.5%-29.9pp | 73.8%-26.2pp | 82.5%-34.8pp |
| Annual return | 17.98% | 31.87%-13.9pp | 30.72%-12.7pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,695 | $4,086-34.0% | $3,619-25.5% | $5,851-53.9% |
| Admin fee / account holder | $38,639 | $7,634+406.1% | $6,252+518.0% | $11,599+233.1% |