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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 | $52,282 | $103,949-49.7% | $69,182-24.4% | $273,972-80.9% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 1.74% | 35.28%-33.5pp | -21.93%+23.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,175 | $2,716+16.9% | $1,897+67.4% | $5,287-39.9% |
| Admin fee / account holder | $12,122 | $3,671+230.3% | $2,697+349.5% | $10,133+19.6% |