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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 | $51,134 | $97,125-47.4% | $86,233-40.7% | $137,256-62.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 14.51% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,776 | $5,180-65.7% | $4,559-61.1% | $6,407-72.3% |
| Admin fee / account holder | $29,637 | $9,725+204.8% | $8,342+255.3% | $12,270+141.5% |