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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 | $38,566 | $70,002-44.9% | $115,038-66.5% | $52,331-26.3% |
| Participation rate | 50.5% | 72.1%-21.7pp | 81.4%-30.9pp | 68.1%-17.7pp |
| Annual return | 10.51% | 4.04%+6.5pp | 26.14%-15.6pp | 4.54%+6.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,871 | $4,920+19.3% | $6,026-2.6% | $3,022+94.3% |
| Admin fee / account holder | $5,863 | $566+935.8% | $8,175-28.3% | $592+891.0% |