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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 | $44,905 | $48,300-7.0% | $40,145,923-99.9% | $62,881-28.6% |
| Participation rate | 22.5% | 62.0%-39.6pp | 68.4%-45.9pp | 69.3%-46.8pp |
| Annual return | 8.91% | 6.95%+2.0pp | 5.24%+3.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,167 | $2,388-51.1% | $2,591-55.0% | $3,203-63.6% |
| Admin fee / account holder | $4,954 | $2,919+69.8% | $2,903+70.6% | $4,296+15.3% |