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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 | $49,941 | $51,620-3.3% | $90,304-44.7% | $65,185-23.4% |
| Participation rate | 37.9% | 68.6%-30.8pp | 73.3%-35.4pp | 70.2%-32.3pp |
| Annual return | 18.83% | 24.94%-6.1pp | 78.13%-59.3pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,132 | $2,871-60.6% | $3,885-70.9% | $3,514-67.8% |
| Admin fee / account holder | $922 | $384+140.0% | $5,354-82.8% | $847+8.9% |