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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 | $48,504 | $50,898-4.7% | $171,082-71.6% | $55,167-12.1% |
| Participation rate | 26.2% | 63.3%-37.1pp | 76.7%-50.5pp | 69.0%-42.8pp |
| Annual return | 9.79% | 15.34%-5.6pp | 32.56%-22.8pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,421 | $2,994-52.5% | $4,797-70.4% | $3,054-53.5% |
| Admin fee / account holder | $14,429 | $500+2788.6% | $8,520+69.4% | $504+2763.5% |