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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 | $49,751 | $43,496+14.4% | $161,489-69.2% | $64,340-22.7% |
| Participation rate | 48.9% | 53.5%-4.6pp | 78.7%-29.8pp | 55.2%-6.3pp |
| Annual return | 11.24% | 20.76%-9.5pp | 89.72%-78.5pp | 24.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,254 | $1,996-37.2% | $5,630-77.7% | $2,980-57.9% |
| Admin fee / account holder | $20,227 | $2,330+768.0% | $16,006+26.4% | $3,703+446.3% |