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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 | $48,152 | $63,082-23.7% | $81,716-41.1% | $79,852-39.7% |
| Participation rate | 51.5% | 67.5%-16.0pp | 72.0%-20.5pp | 69.6%-18.1pp |
| Annual return | 10.38% | 22.66%-12.3pp | 29.49%-19.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,460 | $2,780-11.5% | $7,108-65.4% | $3,740-34.2% |
| Admin fee / account holder | $21,624 | $4,428+388.3% | $5,159+319.1% | $5,306+307.5% |