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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 | $46,720 | $97,125-51.9% | $86,233-45.8% | $137,256-66.0% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 14.59% | 74.19%-59.6pp | 61.39%-46.8pp | 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 | $1,000 | $5,180-80.7% | $4,559-78.1% | $6,407-84.4% |
| Admin fee / account holder | $157,274 | $9,725+1517.3% | $8,342+1785.3% | $12,270+1181.8% |