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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 | $42,869 | $103,949-58.8% | $69,182-38.0% | $273,972-84.4% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 14.14% | 35.28%-21.1pp | -21.93%+36.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $631 | $2,716-76.8% | $1,897-66.7% | $5,287-88.1% |
| Admin fee / account holder | $3,373 | $3,671-8.1% | $2,697+25.1% | $10,133-66.7% |