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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 | $41,184 | $92,219-55.3% | $76,767-46.4% | $135,380-69.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 9.13% | 5.46%+3.7pp | 2.43%+6.7pp | 519.81%-510.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,943 | $4,508-56.9% | $3,852-49.6% | $5,609-65.4% |
| Admin fee / account holder | $9,206 | $10,749-14.3% | $6,675+37.9% | $10,828-15.0% |