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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 | $119,533 | $65,034+83.8% | $90,970+31.4% | $79,856+49.7% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 10.45% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,720 | $2,512-31.5% | $3,373-49.0% | $3,741-54.0% |
| Admin fee / account holder | $20,993 | $4,536+362.8% | $5,961+252.2% | $5,306+295.6% |