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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 | $48,597 | $45,283+7.3% | $155,789-68.8% | $52,331-7.1% |
| Participation rate | 26.7% | 62.2%-35.5pp | 76.1%-49.4pp | 68.1%-41.4pp |
| Annual return | -1.76% | 1.80%-3.6pp | 71.54%-73.3pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,311 | $2,854-54.1% | $4,798-72.7% | $3,022-56.6% |
| Admin fee / account holder | $8,624 | $981+779.2% | $7,477+15.3% | $592+1357.8% |