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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 | $47,614 | $58,311-18.3% | $81,882-41.9% | $80,959-41.2% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 11.09% | 41.85%-30.8pp | 779.47%-768.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $870 | $3,287-73.5% | $4,323-79.9% | $4,300-79.8% |
| Admin fee / account holder | $724 | $4,752-84.8% | $7,360-90.2% | $6,925-89.5% |